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- Custodian
- Altruist · Goldman Sachs · Truist Bank
- Clients
- Retail
- Platforms
- Peak waveDelta ember +more
- Established Date
- 01-03-2007
- Office Locations
- 3
Office Locations
About American Financial Planning, Inc.
American Financial Planning, Inc. is a Roanoke, VA fee-only firm offering flat-fee comprehensive financial planning, retirement planning, tax preparation, and investment management for individuals, families, and business owners, especially those near or in retirement. Portfolios are primarily implemented with ETFs alongside investment-grade corporate bonds. Offers an initial 30-minute meeting at no cost and can custody through platforms such as Altruist.
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Investment Themes
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Owner & Executives
MAYNARD LEE KELLER JR
President
- CRD
- #2796323
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MARK CHARLES CASTONGUAY
Investment Advisor Representative
- CRD
- #6329749
Jon Andrew Matlock
Financial Advisor
- CRD
- #7600743
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,529,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,529,977 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,529,977
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,466,331,222 | 42.7% |
| Corporate - Investment Grade | $628,427,667 | 18.3% |
| Cash | $1,339,272,076 | 39.0% |
| Total | $3,434,030,965 | 100.0% |