American Financial Planning, Inc.
American Financial Planning, Inc. (CRD# 142588) is a financial advisory firm headquartered in Roanoke, VA. They manage $17,526,534 in 151 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts151ACCOUNTS
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Average Account Value$116,070
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at American Financial Planning, Inc.
1
Maynard Keller (CRD# 2796323) is an Investment Advisor Representative working at American Financial Planning, Inc. in Roanoke, VA and has over 27 years of experience in the finance industry.
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