Edward B. Aufman
Aufman Associates Inc. · Longboat Key, Florida
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.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Aufman Associates Inc. |
|---|---|
| Based in | Longboat Key, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $971.5M across 249 accounts |
| Credentials | BS · CFP |
| Firm size | 7 employees |
| Website | aufmanassociates.com |
How Edward B.'s firm compares
- Aufman Associates Inc.'s average account is about $3.9 million, from its Form ADV (assets managed divided by 249 accounts).
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Questions about Edward B.
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.
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
- Aufman Associates Inc. 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.
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