RIA Intel›Advisers›Virginia›AMERICAN FINANCIAL PLANNING, INC.

AMERICAN FINANCIAL PLANNING, INC.

Advisory

ROANOKE, VA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Average account

$130K

across 165 accounts

AUM per adviser

$7M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

81 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

GATEWAY FINANCIAL GROUP, INC.

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NEAT FINANCIAL PLANNING, LLC

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$21M

RAFALKO INVESTMENT ADVISORY, LLC

$21M

$21M

FI-NANCIAL PLANNER LLC

$22M

VIRGINIA BEACH, VA

$22M

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