Access Financial Planning (AFP) offers personalized financial planning and investment advisory services. AFP provides advice on investments, taxes, estate planning, risk management, retirement, and business development. AFP is a fee-only firm, meaning it does not sell products or accept commissions.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
AFP charges a fee based on the value of your portfolio, plus a flat annual fee, or a fee based on the value of your portfolio only. All fees are paid quarterly in advance. The fee based on the value of your portfolio is generally 0.50% per year when paid with the flat fee, and 0.75% per year when there is no flat fee. The flat fee ranges from $6,000 to $10,000 per year, depending on the complexity of your financial situation.
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