Advisor Financial Services

Financial Advisor in Glen Allen, VA

Firm Info
Address: 9307 Brook Rd, Glen Allen, VA 23060, USA
Phone: (804) 234-8600

Firm Size
Assets Under Management: $35 million
# of Advisors: 1
# of Clients: 290
Client to Advisor Ratio: 290:1
Average Account Size: $120,690
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Advisor Financial Services, Inc. Overview

Advisor Financial Services, Inc. is a fee-only registered investment advisory firm based in Chatham, NY. The company has been in business since 2018 and offers a wide range of financial services to individuals and small businesses. As an accounting firm, they specialize in providing investment advice to their clients. The firm offers financial planning services to help their clients achieve their financial goals. They also provide portfolio management services to help clients manage their investment portfolios. Advisor Financial Services, Inc. helps their clients select other advisors if they need additional assistance. Advisor Financial Services, Inc. publishes periodicals and newsletters to keep their clients informed about the latest market trends, investment strategies, and financial news. With their expertise and experience, they help their clients make informed decisions about their finances. Overall, Advisor Financial Services, Inc. is committed to helping their clients achieve financial success through sound advice and effective investment management.

ADVISOR FINANCIAL SERVICES, INC. is a renowned financial service provider known for a diverse pool of clients served with excellence. The firm serves individuals looking for professional investment management advice and guidance, and high net worth individuals seeking tailored wealth management and customized advisory services. Regardless of the client's needs, ADVISOR FINANCIAL SERVICES, INC. employs a wealth of experience and expertise to guide clients towards a more secure financial future. The firm understands that fee flexibility is crucial to its clients, which is why ADVISOR FINANCIAL SERVICES, INC. has a range of fee structures available depending on the service provided. The firm levies a percentage of assets under management (AUM) periodically as a commission to clients based on the portfolio's size. This fee structure aligns the client's interests with those of the firm as the fees are only generated based on the performance of the investments. Alternatively, the advisor's time and expertise may be charged based on an hourly rate, which may be the best option for clients who require a specific aspect of the firm's service or who do not have a large portfolio. Finally, ADVISOR FINANCIAL SERVICES, INC. offers fixed fees for specific projects such as financial planning, which require a set amount of time or resources for completion. These fee structures offer clients payment flexibility and ensure they receive value-based services tailored to their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Advisor Financial Services, Inc. does not mention an investment minimum.

How This Office Can Help Glen Allen, VA Residents

Advisor Financial Services is a financial planning firm dedicated to helping clients in Glen Allen, VA to achieve their financial goals. The firm offers a wide range of services including retirement planning, tax planning, wealth management, estate planning, and insurance planning. Their team of financial professionals takes a comprehensive approach to financial planning, taking into account each client's unique needs, goals, and risk tolerance. They work closely with clients to develop personalized strategies that align with their long-term financial objectives and help them navigate the complex financial landscape. Residents of Glen Allen face numerous financial challenges, including planning for retirement, managing debt, and protecting their assets from unexpected events. The advisors at Advisor Financial Services help clients address these challenges by providing expert guidance and support throughout every stage of their financial journey. They take the time to understand their clients' financial situations, spending habits, and risk tolerance to develop a comprehensive financial plan tailored specifically to their needs. With their proven track record of success and commitment to client satisfaction, Advisor Financial Services is the go-to financial planning firm for anyone in Glen Allen seeking professional financial guidance.


Services Offered by Advisor Financial Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Advisor Financial Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9307 Brook Rd, Glen Allen, VA 23060, USA
Phone (804) 234-8600
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2105 STATE ROUTE 203, CHATHAM, NY 12037, United States

This firm has no other locations.


Disciplinary History

Advisor Financial Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.