AFFILIATED FINANCIAL ADVISORS INC
SEC RegisteredFinancial Strategies: Effective solutions for every stage of life.
About the firm
At Affiliated Financial Advisors, Inc., the mission is to provide trustworthy, reliable investment services for clients so they can achieve their financial goals and focus on what is most important to them. The firm educates clients to enhance their confidence, peace of mind, and investment maturity, and takes a comprehensive approach to coordinate clients' finances through the various stages of life. AFA, Inc. is an independent Registered Investment Advisor offering both investment management and comprehensive financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, comprehensive financial planning, retirement planning, college funding, estate planning, insurance, and tax planning; offered through a fee-based compensation structure with no in-house products or transaction-based commissions.
Who they serve
Clients at various stages of the Financial Life Cycle, from early planning through estate planning, seeking individualized financial strategies tailored to their specific goals and risk tolerance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 720 | $170M |
| High Net Worth Individuals | 178 | $372M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 0.50% |
| All Assets (Max) | 1.00% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AFFILIATED FINANCIAL ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.