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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2023
- Office Locations
- 1
Office Locations
About AFT Financial Planning
AFT Financial Planning is a Florida-registered, fee-only firm serving mid-career clients pursuing sabbaticals, soft retirement, career changes, and other non-traditional paths. The practice delivers an initial Financial Foundations process and ongoing planning across cash flow, goal planning, portfolio construction/monitoring (tax-efficient, lower-cost proposals), tax strategy, insurance and risk management, and estate/legal guidance. No investment minimum; ongoing fees can be billed quarterly through managed investments.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
AMY LYNNE RIDDELL
Chief Compliance Officer, Founder
- CRD
- #5716677
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,012,430 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,012,430 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,012,430
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $498,151,609 | 36.6% |
| Equity - Exchange | $465,485,930 | 34.2% |
| Cash | $397,432,431 | 29.2% |
| Total | $1,361,069,970 | 100.0% |