American Financial Planning, Inc. fees and pricing
Financial planner in Roanoke, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, American Financial Planning, Inc. charges $215 an hour and a flat or project fee of $2,450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $215/hr
“Additional time will be invoiced at the rate of $215 per hour.”
- Flat or project fee
- $2,450
“Level I Financial Plan $2,450 Clients having a total net worth up to $250,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How American Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Individual consultation fees for other than a financial plan will be invoiced at the hourly rate of $245, $500 minimum. $500 deposit on the signing of a letter of engagement.”
- “The balance will be invoiced as work is completed.”
- “Clients may also elect to be billed directly for fees or to authorize AFP to directly debit fees from client accounts.”
How American Financial Planning, Inc.’s fees compare
- Its hourly rate of $215 is below the Virginia median of $260. 25% of the 203 other Virginia planners that publish an hourly rate charge less.
- None of the 4 other planners in Roanoke that publish an hourly rate charge less.
- Its flat or project fee of $2,450 is below the Virginia median of $4,250. 25% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Roanoke that publish a flat or project fee charge less.
About American Financial Planning, Inc.
“Financial planning serves as the foundation for all client financial decisions. We also offer pension consulting services to business owners to determine which type of retirement plan may be the most appropriate.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2007 (19 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
- 1.35% a year
- Clients
- 81
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $21,529,977
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142588
- Phone
- (540) 904-1670
Other planners in Roanoke that publish fees
- Greenbrier FinancialRoanoke$300/hr, $2,500-$30,000
- Kommon Wealth, LLCRoanoke$1,000-$5,000
- Monsour Advisory Services, Inc.Roanoke$250/hr, $30,000
- Og Advisory Group, LLCRoanoke$300-$1,200
- Peakvalley Wealth, LLCRoanoke$250/hr
- Waynefirebaugh, Inc.Roanoke$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.