# Automated Financial Planning, Inc.

> Automated Financial Planning, Inc. is a state-registered investment advisory firm in Miami, FL, registered since 1989, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.

- CRD: 141869
- Filed as: AUTOMATED FINANCIAL PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141869
- AdvisorCensus page: https://advisorcensus.com/firm/automated-financial-planning-inc-miami-fl-141869

## Quick answers

**How is Automated Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Automated Financial Planning, Inc. reports these compensation arrangements: commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Automated Financial Planning, Inc. located?**
Automated Financial Planning, Inc.'s principal office is in Miami, FL, according to its Form ADV.

**Is Automated Financial Planning, Inc. registered with the SEC or a state?**
Automated Financial Planning, Inc. is a state-registered investment advisory firm, registered since 1989. Status as filed: APPROVED. CRD 141869.

**Does Automated 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/141869

## From the Form ADV filing

### Compensation (Item 5.E)
- Commissions

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

### Firm details
- Registered since: 1989 (36 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Automated Financial Planning, Inc. (CRD 141869): Form ADV filing data as of October 2026.