A complete list of active advisors currently associated with Afs Wealth Management Llc

Warmer can help you find a great advisor at Afs Wealth Management Llc or one who fits your needs even better.

AFS Wealth Management LLC is a registered investment adviser that provides discretionary portfolio management and financial consulting to individuals, including high‑net‑worth clients. The firm reports managing roughly $39.8 million in client assets across about 61 client relationships. The firm uses firm-developed model portfolios covering a range of risk tolerances and employs methods such as modern portfolio theory, charting, and cyclical analysis, with investment exposure to equities, corporate and municipal debt, ETFs, REITs and money market funds. AFS typically manages cash balances and operates with discretionary trading authority while allowing clients to impose written restrictions; the brochure notes tax considerations are important but not the primary objective of portfolio management and recommends consultation with a tax professional. A distinguishing element is that AFS serves charitable organizations in addition to individual clients, a client type that is relatively uncommon among independent advisers of this size. The firm’s lead advisor holds CFP certification, and the firm routinely directs custody and trade execution to a single qualified custodian, a practice that influences access to institutional research and the terms of trade execution.

To learn more about the advisors currently working at Afs Wealth Management Llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Hudsen Hagland	Chester, VT	5

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