ADVANCED FINANCIAL PLANNING, L.P.

ARLINGTON, Texas·1 registered advisor·CRD# 111949
SEC# 801-64251817-468-3388
01

Firm Overview

AUM
$56M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: REFERRAL/SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ADVANCED FINANCIAL PLANNING, L.P.

1 registered advisor
Bruce Martin Kimball
ARLINGTON, Texas
05

Office Locations

ARLINGTON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. ADVANCED FINANCIAL PLANNING, L.P. (CRD# 111949) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.