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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 58 clients, or 58 clients per representative. That equates to $345.0K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
AFT Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.