Firm
AFT Financial Planning
Tampa, Florida
Fee-only
AFT Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 55 individual clients, 6 of them high net worth.
- Its average account is about $130,000 (assets it manages divided by its 154 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | aftplanning.com |
| [email protected] | |
| Phone | (813) 212-8689 |
AFT Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $195 |
|---|---|
| Account minimum | None |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Each meeting in the Financial Foundations process will be billed at a rate of $195" source
"No Investment Minimum" source
"This process will unfold over a 60-minute meeting" source
"Ongoing planning is a collaborative, year-round relationship designed to evolve with your life." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 49 |
| High-net-worth clients | 6 |
| Accounts managed | 154 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 326691 |