# Advanced Financial Management, Inc.

> Advanced Financial Management, Inc. is a state-registered investment advisory firm in Lambertville, MI, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 310667
- Filed as: ADVANCED FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lambertville, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310667
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-financial-management-inc-lambertville-mi-310667

## Quick answers

**How is Advanced Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Advanced Financial Management, Inc. located?**
Advanced Financial Management, Inc.'s principal office is in Lambertville, MI, according to its Form ADV.

**Is Advanced Financial Management, Inc. registered with the SEC or a state?**
Advanced Financial Management, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310667.

**How much does Advanced Financial Management, Inc. manage?**
Advanced Financial Management, Inc. reports $21,622,100 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Advanced Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (84).

**Does Advanced Financial Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,622,100
- Discretionary: $21,622,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $11,622,100 |
| High net worth individuals | 84 | $10,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advancedfinancialmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Financial Management, Inc. (CRD 310667): Form ADV filing data as of October 2026.