# Amy Riddell

> Amy Riddell is a fee-only financial advisor at AFT Financial Planning in Tampa, Florida, who holds the CFA and CFP credentials. Amy charges hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $195 and no asset minimum) and focuses on tax planning and small business owners.

Page: https://find.wellspent.co/advisors/amy-riddell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** AFT Financial Planning
- **Based in:** Tampa, Florida
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $195; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.0M across 154 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Tax planning, Small business owners
- **Works with:** Mid-life transitions
- **CRD:** 5716677 (https://adviserinfo.sec.gov/individual/summary/5716677)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://aftplanning.com

## Frequently asked questions

### Is Amy Riddell a fee-only financial advisor?

Yes. Amy Riddell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amy's firm.

### How does Amy charge for financial advice?

Amy charges hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Amy charge?

According to AFT Financial Planning's website, checked October 28, 2026: one-time plans from $195; no asset minimum.

### Where is Amy Riddell based?

Amy Riddell is based in Tampa, Florida.

### What does Amy specialize in?

Amy's specialties include tax planning and small business owners. Amy works with mid-life transitions.

### What credentials does Amy Riddell hold?

Amy Riddell holds the CFA and CFP credentials.

### Is Amy Riddell registered with the SEC?

Yes. Amy Riddell is registered as an investment adviser representative in FL (CRD 5716677), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does AFT Financial Planning manage?

AFT Financial Planning reports $20.0M across 154 accounts in assets under management.

### How do I contact Amy Riddell?

Through Amy's website, aftplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50980): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://aftplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.