American Financial Advisors Inc.

American Financial Advisors Inc. (CRD# 108530) is a financial advisory firm headquartered in Orlando, FL. They manage $409,208,892 in 1,100 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $372,008
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WA

Financial Advisors at American Financial Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Matthew J. Boyce
CRD#: 2625560
201 South Orange Avenue, Suite 1005, Orlando, FL 32801
96
Wealthminder
score

Matthew Boyce (CRD# 2625560) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 21 years of experience in the finance industry. Matthew Boyce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Leslie J. Kelly
CRD#: 1014305
201 South Orange Avenue, Suite 1005, Orlando, FL 32801
96
Wealthminder
score

Leslie Kelly (CRD# 1014305) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 33 years of experience in the finance industry. Leslie Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William A. Mertes
CRD#: 2717949
201 South Orange Avenue, Suite 1005, Orlando, FL 32801
96
Wealthminder
score

William Mertes (CRD# 2717949) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 20 years of experience in the finance industry.

4
Mark J. Bras
CRD#: 5328159
201 South Orange Avenue, Suite 1005, Orlando, FL 32801
93
Wealthminder
score

Mark Bras (CRD# 5328159) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 9 years of experience in the finance industry.

5
James R. Cable
CRD#: 5615824
30932 Colonial Pl, Laguna Niguel, CA 92677
93
Wealthminder
score

James Cable (CRD# 5615824) is an Investment Advisor Representative working at American Financial Advisors Inc. in Laguna Niguel, CA and has over 7 years of experience in the finance industry.

6
Charles W. Owston
CRD#: 3056859
201 South Orange Avenue, Suite 1005, Orlando, FL 32801
93
Wealthminder
score

Charles Owston (CRD# 3056859) is an Investment Advisor Representative working at American Financial Advisors Inc. in Orlando, FL and has over 18 years of experience in the finance industry.

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