Jon Matlock
American Financial Planning · Roanoke, Virginia
Jon Matlock is a fee-only financial advisor at American Financial Planning in Roanoke, Virginia, who holds the CFP credential. Jon charges a flat fee or retainer and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
Facts
| Firm | American Financial Planning |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model | Flat fee or retainer · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $21.5M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7600743 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.americanfp.us |
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Questions about Jon
Is Jon Matlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and American Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon charges a flat fee or retainer and a one-time planning fee.
Where is Jon Matlock based?
Jon Matlock is based in Roanoke, Virginia.
What does Jon specialize in?
Jon's specialties include retirement planning, estate & legacy planning and tax planning. Jon works with retirees, pre-retirees, founders and mid-life transitions.
What credentials does Jon Matlock hold?
Jon Matlock holds the CFP credential.
Is Jon Matlock registered with the SEC?
Yes. Jon Matlock is registered as an investment adviser representative in VA (CRD 7600743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Financial Planning manage?
American Financial Planning reports $21.5M across 165 accounts in assets under management.
How do I contact Jon Matlock?
Through Jon's website, www.americanfp.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- American Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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