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 serves individual and high‑net‑worth clients, as well as trusts, estates and small businesses, providing discretionary portfolio management and related financial planning services. The firm also offers tax and non‑securities financial planning through its affiliated AFS Tax Management and sells life, annuity and other insurance products through AFS Insurance Management. AFS constructs individualized portfolios after assessing a client’s objectives, time horizon and risk tolerance, then generally manages those accounts on a discretionary basis using a mix of asset allocation, fundamental, quantitative and technical analysis. Clients may impose written investment restrictions, and AFS bills asset‑based management fees while custodians provide quarterly account statements as the official record. What is noteworthy is the firm’s vertical integration: it maintains an affiliated tax practice and a separate affiliated insurance business, and its advisory professionals may receive commission‑based compensation for insurance product sales, a feature the brochure identifies as a potential conflict of interest. The firm also uses a management company to provide administrative services to its affiliates and recently transitioned to SEC registration while adding Altruist as a custodian.

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
Brandon Klemm	Farmington Hills, MI	6
Phillip Putney	Farmington Hills, MI	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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