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Insights

Fiduciary Advantage 100% fee-only fiduciary model signals independence and objective advice, presenting a strong differentiator for prospects seeking unbiased financial planning and a potential entry point for meeting requests.

Boutique Expertise Small team (2–10 employees) in Roanoke with 16 years in business offers highly personalized service, creating opportunities to upsell high-touch planning packages and cross-sell services to nearby affluent clients.

Comprehensive Planning Holistic service covering investments, retirement, taxes, insurance, and estate planning suggests potential for bundled advisory offerings and ongoing planning retainers to improve client lifetime value.

Digital Footprint Tech stack involving AWS, WordPress, Shopify, and Microsoft 365 indicates readiness for online engagement, client portals, and digital marketing campaigns to attract new, digitally savvy clients.

Growth Signals Revenue in the million-dollar range with a fee-only positioning presents a path to scale through partnerships, referrals, and expanding geographic reach while maintaining fiduciary standards.

Similar companies to American Financial Planning, Inc.

American Financial Planning, Inc. Tech Stack

American Financial Planning, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore American Financial Planning, Inc.'s tech stack below.

American Financial Planning, Inc.'s Email Address Formats

American Financial Planning, Inc. uses at least 1 email format:
American Financial Planning, Inc. Email FormatsExamplePercentage
FLast@americanfp.usJDoe@americanfp.us
100%

Frequently Asked Questions

What is American Financial Planning, Inc.'s official website and social media links?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc.'s official website is americanfp.us and has social profiles on LinkedIn.

How much revenue does American Financial Planning, Inc. generate?

Minus sign iconPlus sign icon As of November 2026, American Financial Planning, Inc.'s annual revenue is estimated to be <$1M.

What is American Financial Planning, Inc.'s NAICS code?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does American Financial Planning, Inc. have currently?

Minus sign iconPlus sign iconAs of November 2026, American Financial Planning, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Business Development Consultant: J. Y. Explore American Financial Planning, Inc.'s employee directory with LeadIQ.

What industry does American Financial Planning, Inc. belong to?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc. operates in the Financial Services industry.

What technology does American Financial Planning, Inc. use?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc.'s tech stack includes Amazon Web Services, WordPress, Shopify, Microsoft 365, jQuery, WordPress Block Editor, Akismet and Sitelinks Search Box.

What is American Financial Planning, Inc.'s email format?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc.'s email format typically follows the pattern of FLast@americanfp.us. Find more American Financial Planning, Inc. email formats with LeadIQ.

When was American Financial Planning, Inc. founded?

Minus sign iconPlus sign iconAmerican Financial Planning, Inc. was founded in 2006.
American Financial Planning, Inc. logo

American Financial Planning, Inc.

Financial ServicesVirginia, United States2-10 Employees

American Financial Planning, Inc. is a fee-only financial planning firm based in downtown Roanoke, Virginia, with about sixteen years in business. It operates on a principle of charging fees rather than earning commissions, aiming to keep recommendations aligned with clients’ interests under a fiduciary standard. The planning process begins by clarifying life goals and reviewing a client’s overall financial picture, then producing an action plan that covers investments, retirement, taxes, insurance, and estate planning, with assistance to implement the plan.

The firm serves individuals seeking comprehensive, impartial guidance to coordinate all aspects of their finances. It positions itself in the financial services industry as an independent alternative to commission-based models and offers a complimentary introductory meeting to discuss services.

Section iconCompany Overview

Website
americanfp.us
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconFunding & Financials

  • <$1M

    American Financial Planning, Inc.'s revenue is estimated to be in the range of <$1M

Company Leadership

  • Business Development Consultant at American Financial Planning, Inc.
    J. Y.
    Business Development Consultant
    Mobile Phone

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