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Advanced Financial Planning, L.P. (Arlington)


Advanced Financial Planning, L.P. is a mid-sized advisory firm based in Arlington. It manages $55.5 million of regulatory assets for 872 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Texas, and Utah.

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Advanced Financial Planning provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advanced Financial Planning: assets under management

The assets under management (AUM) of Advanced Financial Planning, L.P. is $55.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advanced Financial Planning, L.P. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Arlington

The principal office where Advanced Financial Planning, L.P. performs its advisory services is located at 1720 Oak Village Blvd. Suite 100, Arlington, TX 76017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-468-3388 or by fax 817-465-8811. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advfp.com.


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