Firm
Aufman Associates Inc.
Longboat Key, Florida
Fee-only
Aufman Associates Inc. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 245 individual clients, 166 of them high net worth.
- Its average account is about $3.9 million (assets it manages divided by its 249 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Longboat Key, Florida |
|---|---|
| Website | aufmanassociates.com |
| [email protected] | |
| Phone | (724) 934-5600 |
Aufman Associates Inc. fees
Aufman Associates Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $972 million |
| Individual clients | 79 |
| High-net-worth clients | 166 |
| Accounts managed | 249 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-19122) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 104622 |
Advisors at this firm (4)
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