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 small SEC‑registered adviser that serves individuals, pension and profit‑sharing plans, charitable organizations, and business entities, providing ongoing portfolio management, pension consulting, and standalone financial planning. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management along with periodic portfolio monitoring and reporting. AFS WM uses a mix of analytical approaches — including fundamental, technical, charting, cyclical, and economic analysis — and implements long‑ and short‑term purchases as well as strategic asset allocation consistent with documented risk tolerances. Financial planning is offered on a fixed‑fee or hourly basis and pension consulting is tailored to plan demographics, investment objectives, and service‑provider recommendations. Distinctive features include the firm’s common ownership with Acuff Financial Services Inc. (a tax, accounting, and payroll services company) and AFS Insurance LLC; some representatives are licensed insurance agents and may receive commission compensation for insurance sales (disclosed as a potential conflict and optional for clients). Operationally, AFS WM requires clients to use a designated custodian (Altruist) and does not aggregate block trades across accounts, and its small scale and integrated accounting/insurance affiliations differentiate it from many peers.

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.