# American Financial Planning, Inc.

> American Financial Planning, Inc. is a state-registered investment advisory firm in Roanoke, VA, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 142588
- Filed as: AMERICAN FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roanoke, VA
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142588
- AdvisorCensus page: https://advisorcensus.com/firm/american-financial-planning-inc-roanoke-va-142588

## Quick answers

**How is American Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), American Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is American Financial Planning, Inc. located?**
American Financial Planning, Inc.'s principal office is in Roanoke, VA, according to its Form ADV.

**Is American Financial Planning, Inc. registered with the SEC or a state?**
American Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142588.

**How much does American Financial Planning, Inc. manage?**
American Financial Planning, Inc. reports $21,529,977 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does American Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81).

**Does American Financial Planning, 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/142588

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,529,977
- Discretionary: $21,529,977
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $21,529,977 |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- americanfp.us
- Facebook @AmericanFinancialPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. American Financial Planning, Inc. (CRD 142588): Form ADV filing data as of October 2026.