Maynard Keller
American Financial Planning · Roanoke, Virginia
Maynard Keller is a fee-only financial advisor at American Financial Planning in Roanoke, Virginia, who holds the CFP credential. Maynard charges a flat fee or retainer and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Maynard →
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 2796323 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.americanfp.us |
| Profile |
Request an introduction to Maynard
Tell Maynard a little about what you're looking for. Maynard 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 Maynard
Is Maynard Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maynard 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 Maynard charge for financial advice?
Maynard charges a flat fee or retainer and a one-time planning fee.
Where is Maynard Keller based?
Maynard Keller is based in Roanoke, Virginia.
What does Maynard specialize in?
Maynard's specialties include retirement planning, estate & legacy planning and tax planning. Maynard works with retirees, pre-retirees, founders and mid-life transitions.
What credentials does Maynard Keller hold?
Maynard Keller holds the CFP credential.
Is Maynard Keller registered with the SEC?
Yes. Maynard Keller is registered as an investment adviser representative in VA (CRD 2796323), 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 Maynard Keller?
Through Maynard'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.
See something wrong? Request a correction. Read our methodology.