American Financial Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$935,449,522
Clients
816
Advisors
2
of 6 employees
About
American Financial Advisors, LLC provides discretionary investment supervisory services, individual portfolio management using model asset‑allocation portfolios, and written financial planning. The firm advises individuals (both non‑high‑net‑worth and high‑net‑worth) and certain corporate clients and reports managing roughly $950 million across about 816 client accounts.
The firm establishes client objectives through in‑depth data gathering and ongoing reviews, then implements asset‑allocation‑based model portfolios while employing fundamental, technical, cyclical and qualitative analysis. Accounts are generally managed on a discretionary basis and the firm routinely uses mutual funds and ETFs (including Dimensional Fund Advisors funds) and recommends custodians such as Schwab and Fidelity for execution and custody.
Compared with many peer team advisers, the brochure highlights an unusually high number of clients and assets per advisor, which the firm supports through standardized model portfolios and use of custodial/institutional platform services. The firm also provides retirement‑plan portfolio work with separate engagement terms and discloses platform relationships that supply research, trading and operational support used to scale service delivery.
Client services
Expertise
Fee options
Financial planning flat fee of $500 per engagement for 401(k) clients
$0 - $500,000: 1% $500,000.01 - $5,000,000: 0.5% $5,000,000.01 - $10,000,000: 0.36% $10,000,000.01+: Negotiable
$150/hour for standalone financial planning engagements
Account minimum: $30,000 Minimum fee: $300 per year for assets under management of less than $30,000 Fee-only: Financial planning: hourly rate $150/hour with a minimum fee of $500; $500 flat fee for 401(k) plan clients; no additional charge for clients paying AUM fees
Main office
2551 Roswell Rd, Suite 310
Marietta GA 30062
Advisors at this office
2
Most active in
Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Louisiana · Massachusetts · Nebraska · Nevada · New Hampshire · New York · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Utah · Washington
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.
Quick links
Advisors at this firm
Cathal C
CFP®, Series 65
Marietta, GA
American Financial Advisors, LLC.
Cathal Carson is a CFP® credentialed financial advisor with two years of industry experience. He is currently with American Financial Advisors, LLC and has previous experience at Steward Partners Investment Advisory, Steward Partners Global Advisory, Henssler Financial, and OTR Capital. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves both individuals and corporate clients, managing approximately $950 million across about 816 accounts with a focus on standardized portfolios and institutional platform services.
Michael S
Series 65
Marietta, GA
American Financial Advisors, LLC.
Michael Stark is a financial advisor at American Financial Advisors, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at American Financial Advisors for 34 years, in addition to a 34-year career at Delta Airlines. American Financial Advisors, LLC provides discretionary investment supervisory services and individual portfolio management using model asset-allocation portfolios. The firm serves individuals and certain corporate clients, managing approximately $950 million across about 816 accounts, and employs a combination of fundamental, technical, cyclical, and qualitative analysis in its investment approach.
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