Aft Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fee rates range between $1,500 and $5,000.”

Quarterly fee

$350⁠-⁠$1,250/qtr

“Fees are paid quarterly in arrears at a rate of $350-$1,250 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aft Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The advisory fee is a flat fee and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Aft Financial Planning’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 11 of the 20 other planners in Tampa that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
• 9 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Aft Financial Planning

• Principal: Amy Riddell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

55

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$20,012,430

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326691

Website

instagram.com/amyknowsfinance (opens in new tab)

Phone

(813) 212-8689

Other planners in Tampa that publish fees

• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000
• CPA Synced FinancialTampa$1,000⁠-⁠$20,000

Compare all 57 planners in Tampa