Fee-OnlyFinder

American Financial Planning, INC.

Financial planning in Roanoke, VA

State registeredNo commissions reported

Call (540) 904-1670Send a messageMap ↗

Public-record details

Address
541 Luck Avenue Sw, Suite 304, Roanoke, VA 24016
Phone
(540) 904-1670
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
142588
Registration
State registered: VA
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Retainers)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$21.5 million
Accounts managed
165
Clients reported (Form ADV 5.D)
81
Individual / high-net-worth clients
81 / 0
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-12

State registered (VA) investment adviser, CRD 142588, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Roanoke

360 Wealth Consultants, LLC1017 2nd St Sw · Roanoke, VA 24016 · (540) 562-0123 · Financial planningCRD 310154 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedBeacon Wealth Consultants, INC.302 Washington Ave. Sw · Roanoke, VA 24016 · (540) 345-3891 · Financial planningCRD 154939 · % of assets, Hourly charges, Fixed fees · $278.3 million AUMSEC registeredNo commissions reportedGuelich Capital Management, LLC1401 Franklin Road, Sw · Roanoke, VA 24016 · (540) 772-4545 · Financial planningCRD 140505 · % of assets, Hourly charges, Fixed fees · $109.2 million AUMState registeredNo commissions reportedInvestment Management Corporation1940 Electric Rd · Roanoke, VA 24018 · (540) 774-8899 · % of assets managedCRD 107246 · % of assets · $191.2 million AUMSEC registeredNo commissions reportedMonsour Advisory Services, INC.2762 Electric Road, Suite B · Roanoke, VA 24018 · (540) 989-6578 · Financial planningCRD 134333 · % of assets, Hourly charges, Fixed fees · $98.8 million AUMState registeredNo commissions reportedOg Advisory Group, LLC103 Kirk Avenue Se · Roanoke, VA 24011 · (540) 384-0422 · Financial planningCRD 326855 · % of assets, Fixed fees, Other · $13.9 million AUMState registeredNo commissions reportedPeakvalley Wealth, LLC2762 Electric Road, Suite C · Roanoke, VA 24018 · (540) 904-7969 · Financial planningCRD 165542 · % of assets, Hourly charges · $130.3 million AUMSEC registeredNo commissions reportedPersonal Financial Planning INC.3536 Brambleton Ave, Suite 8a · Roanoke, VA 24018 · (540) 774-8700 · Financial planningCRD 118589 · % of assets, Hourly charges, Fixed fees · $19.5 million AUMState registeredNo commissions reported

All 13 in Roanoke →