AFT Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individual and high-net-worth clients, offering investment management alongside both ongoing and project-based financial planning. It also provides educational seminars and speaking engagements for groups and the public in addition to one-on-one advisory services.
The firm develops individualized investment policies and target asset allocations, employing a mix of passive and active strategies and, when appropriate, engaging third‑party outside managers under a discretionary mandate. Portfolios may incorporate tax considerations and socially conscious (ESG) approaches, and accounts are reviewed periodically to align holdings with clients’ objectives and risk tolerance.
What distinguishes the firm from many peers is the regular offering of educational seminars and speaking engagements—services that are relatively uncommon among independent advisers. The firm operates as a solo practitioner whose principal maintains professional registrations and credentials (including CFP and CFA), and who allocates a substantial portion of normal business hours to advisory activities with another registered firm, a structure that may affect adviser availability and service coordination.
Client services
Expertise
Fee options
Ongoing Financial Planning: $350-$1,250 per quarter; Project-Based Financial Planning: $1,500-$5,000 fixed fee; Educational Seminars: $0-$500 per event
N/A - N/A: Model Portfolios: 0.35% annually N/A - N/A: Custom Portfolios: 0.50% annually N/A - N/A: Tax-Managed Portfolios: 0.75% annually N/A - N/A: Cash Management: 0.10% annually N/A - N/A: Legacy Portfolios: 1.00% annually
Project-Based Financial Planning: $300 per hour
Fee-only: Ongoing Financial Planning: $350-$1,250 per quarter (fixed fee); Project-Based Financial Planning: $1,500-$5,000 fixed fee or $300 hourly rate
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Aft Financial Planning · Aft Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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