American Financial Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“$325/hour for professional services and $175 for staff time The Advisory Agreement terminates upon the delivery of the Plan, analyses and/or recommendations which delivery maybe in writing or verbally in a meeting between you and American Financial.”

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

How American Financial Advisors Inc bills

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

• “Fees are negotiable and are not based on a share of capital gains upon or capital appreciation of the funds or any portion of the funds.”
• “Additional assets of $10,000 (based on a lump sum deposit) or more deposited into the Account after it is opened will be charged a pro-rata fee based upon the number of days remaining in the then current calendar quarter.”
• “Advisory fees will be charged in advance on a calendar quarterly basis.”

How American Financial Advisors Inc’s fees compare

• Its hourly rate of $325 is above the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Winter Park that publish an hourly rate charge less.

About American Financial Advisors Inc

• Firm size: 8 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• College planning

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

1.75% a year

Clients

799

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$1,279,425,880

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108530

Website

facebook.com/AmFinAdvisors (opens in new tab)

Phone

(407) 207-9006

Can advise clients in 32 states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
• Financial Planning Office of Stephen Overstreet, P.A.Winter Park$150/hr

Compare all 19 planners in Winter Park