# Affinity Financial Advisory

> Affinity Financial Advisory is a state-registered investment advisory firm in Allen Park, MI, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 134034
- Filed as: AFFINITY FINANCIAL ADVISORY
- Legal name: Affinity Financial Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Allen Park, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134034
- AdvisorCensus page: https://advisorcensus.com/firm/affinity-financial-advisory-allen-park-mi-134034

## Quick answers

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

**Where is Affinity Financial Advisory located?**
Affinity Financial Advisory's principal office is in Allen Park, MI, according to its Form ADV.

**Is Affinity Financial Advisory registered with the SEC or a state?**
Affinity Financial Advisory is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 134034.

**How much does Affinity Financial Advisory manage?**
Affinity Financial Advisory reports $72,044,480 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Affinity Financial Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (14).

**Does Affinity Financial Advisory 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/134034

## 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: $72,044,480
- Discretionary: $72,044,480
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $32,676,061 |
| High net worth individuals | 14 | $38,820,412 |
| Charitable organizations | Fewer than 5 | $548,007 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2005 (21 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)
- affinityfa.com
- Facebook facebook.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affinity Financial Advisory (CRD 134034): Form ADV filing data as of October 2026.