# Edward B. Aufman

> Edward B. Aufman is a fee-only financial advisor at Aufman Associates Inc. in Longboat Key, Florida, who holds the BS and CFP credentials. Edward B. focuses on tax planning, estate & legacy planning and family wealth transfer. Aufman Associates Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aufman Associates Inc.
- **Based in:** Longboat Key, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $971.5M across 249 accounts
- **Credentials:** BS, CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Equity compensation, Retirement planning
- **Works with:** Executives, Ultra high net worth, Multi-generational families
- **Firm size:** 7 employees
- **Website:** http://aufmanassociates.com

## Frequently asked questions

### Is Edward B. Aufman a fee-only financial advisor?

Yes. Edward B. Aufman is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Edward B. charge for financial advice?

Edward B.'s firm, Aufman Associates Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Edward B. Aufman based?

Edward B. Aufman is based in Longboat Key, Florida.

### What does Edward B. specialize in?

Edward B.'s specialties include tax planning, estate & legacy planning, family wealth transfer, equity compensation and retirement planning. Edward B. works with executives, ultra high net worth and multi-generational families.

### What credentials does Edward B. Aufman hold?

Edward B. Aufman holds the BS and CFP credentials.

### How much does Aufman Associates Inc. manage?

Aufman Associates Inc. reports $971.5M across 249 accounts in assets under management.

### How do I contact Edward B. Aufman?

Through Edward B.'s website, aufmanassociates.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4009): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.aufmanassociates.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.