Amy Riddell
AFT Financial Planning · Tampa, Florida
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.
Request an introduction to Amy →
Specialties
Who they serve
- Mid-life transitions
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 |
| Assets under management | $20.0M across 154 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in FL · CRD 5716677 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aftplanning.com |
How Amy's firm compares
- A one-time plan starts at $195, below the Florida median of $2,500 for fee-only firms that publish prices.
- AFT Financial Planning's average account is about $130,000, from its Form ADV (assets managed divided by 154 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- AFT Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.