Aft Financial Planning

Aft Financial Planning (CRD# 326691) is a financial advisory firm headquartered in Tampa, FL. They manage $9,471,163 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16616 N. Dale Mabry, Tampa, FL 33618
https://aftplanning.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $147,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aft Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Amy Riddell, financial advisor Tampa FL
Amy L. Riddell
CRD#: 5716677
Tampa, FL

Amy Riddell (CRD# 5716677) is an Investment Advisor Representative working at Aft Financial Planning in Tampa, FL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals