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associated financial planners

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Namestring
associated financial planners
Legal namestring
Associated Financial Planners, LLC
Websiteurl
afplanners.com
Company typeenum
Private
Founded yearint
1982
Operating statusenum
Operating
Ownership categoryenum
akta.pro rankint
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, retirement income planning, investment advisory services, estate planning services, insurance planning
Industry6 codes
PRIMARYFSAEAAAA
Comprehensive Financial Planning
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEAAAD
Retirement & Pension Planning (401(k)/IRA)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEABAF
Retirement Plan Participant Advice & Managed Accounts
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAD
Retirement Income Planning & Decumulation Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAE
Employer Retirement Plan Advisory (401(k)/Pension)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAH
Annuity & Insurance-Based Retirement Solutions Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
  • Finance and Insurance52
SIC code3 codes
  • Investment Advice6282
  • Insurance Agents, Brokers & Service6411
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Financial Advisory & Retirement Planning
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Investment Advisory Services
TypeSubscription Recurring
Description

Financial advisory and planning services including investment management, retirement planning, and wealth management. Services are regulated and offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

afplanners.com
2Securities Brokerage
TypeTransaction Fee
Description

Securities offered through Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Includes mutual funds, annuities, stocks, bonds, ETFs, and managed accounts.

afplanners.com
3Fixed Insurance Products
TypeOne Time License
Description

Fixed insurance products offered through Associated Financial Planners, LLC. Includes life insurance, long-term care, disability, and health insurance.

afplanners.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Customized advisory services tailored to individual client needs and complexity
ModelOtherBilling cadenceAnnual
Notes

Fee structures not publicly disclosed on website; clients contact advisors directly for personalized pricing based on their specific financial situation and service requirements.

afplanners.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Associated Financial Planners delivers personalized financial advisory and retirement planning services to individuals, primarily pre-retirees and retirees. The firm offers integrated wealth management including investment management (mutual funds, annuities, managed accounts, custom portfolios), retirement income planning, insurance solutions (life, long-term care, disability, health), estate planning, tax planning, and college planning. Services are delivered through direct advisor-led consultations supported by E-Money and Wove client portals for account access.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Associated Financial Planners is a financial advisory firm offering a unified suite of financial planning services rather than a modular software platform. The firm provides integrated investment management (mutual funds, annuities, managed accounts, custom portfolios), retirement income planning, insurance solutions, estate planning, business planning, tax planning, and college planning services. Client-facing tools include the EE-Money and E Wove client portals for account access, along with tax resources (calendar, forms, publications, rates) and an educational financial glossary. All services are delivered through personalized, advisor-led consultations tailored to individual client needs and goals.

Product and service1 record
1Investment Services
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership2 partners
1Cambridge Investment Research, Inc.
Strategic tierCoreTypeTechnology or Integration
Description

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. This partnership enables the firm to offer securities products including mutual funds, annuities, stocks, and bonds through properly registered representatives.

2Cambridge Investment Research Advisors, Inc.
Strategic tierCoreTypeTechnology or Integration
Description

Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. This partnership provides the regulatory framework and oversight for the firm's investment advisory and wealth management services.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Peers10 records
1Cambridge Investment Research
TypeDirect peer
Description

Core broker-dealer and RIA partner providing the regulatory and operational backbone for Associated Financial Planners. Comparable as a large independent advisor-support platform serving thousands of small-to-mid advisory practices like AFP.

2Creative Planning
TypeBroad incumbent
Description

Large independent RIA offering comprehensive financial planning, retirement, estate, and tax planning to individuals. Comparable in service breadth and target segment (mass-affluent and retiree households), though at much greater scale than AFP.

3Edward Jones
TypeBroad incumbent
Description

National relationship-based financial advisory franchise targeting individual investors and retirees with comprehensive planning services. Highly comparable GTM motion (local offices, dedicated advisors, multi-decade client relationships) to AFP's model.

4Ameriprise Financial
TypeBroad incumbent
Description

Large diversified financial services firm with a nationwide network of independent advisors offering retirement, investment, insurance, and estate planning. Comparable service mix and advisor-led delivery model for individual and retiree clients.

5Raymond James Financial Services
TypeBroad incumbent
Description

Independent contractor broker-dealer and RIA network supporting thousands of small advisory offices. Directly comparable to AFP in operating model: small offices using Raymond James' platform to deliver retirement and wealth planning to individuals.

6LPL Financial
TypeBroad incumbent
Description

Largest independent broker-dealer in the U.S., supporting RIAs and advisors offering retirement, investment, and insurance products. Comparable as an alternative platform AFP could affiliate with and as a peer in the small-RIA segment.

7Northwestern Mutual
TypeBroad incumbent
Description

Insurance-led financial services firm with a captive advisor network providing retirement, investment, life insurance, and estate planning to individuals. Comparable in combining insurance products with comprehensive planning for pre-retiree and retiree segments.

8Cetera Advisor Networks
TypeDirect peer
Description

Independent broker-dealer and RIA support platform serving small-to-mid-sized advisory practices. Comparable as an alternative BD/RIA partner to Cambridge and as a peer in the small-practice retirement planning segment.

9Edelman Financial Engines
TypeBroad incumbent
Description

Large independent RIA combining traditional advisor-led planning with digital planning tools, focused on retirement income and wealth management for individuals. Comparable in retirement-focused service mix but at much larger scale.

10Wealth Enhancement Group
TypeEmerging player
Description

Fast-growing RIA roll-up acquiring small-to-mid-sized advisory practices focused on retirement and wealth planning for individuals. Comparable client segment and service offering; represents a potential roll-up acquirer for firms like AFP.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

associated financial planners

Financial Advisory & Retirement Planningafplanners.com

associated financial planners firmographics

Firmographics
Name
associated financial planners
Legal name
Associated Financial Planners, LLC
Website
https://afplanners.com
Company type
Private
Founded year
1982
Operating status
Operating
Ownership category
akta.pro rank

associated financial planners industry classification

Industry
Product category
Financial Advisory & Retirement Planning
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)
SIC
Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)
akta.pro industry
PRIMARYFSAEAAAA
Comprehensive Financial Planning
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEAAAD
Retirement & Pension Planning (401(k)/IRA)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning
SECONDARYFSAEABAF
Retirement Plan Participant Advice & Managed Accounts
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAD
Retirement Income Planning & Decumulation Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAE
Employer Retirement Plan Advisory (401(k)/Pension)
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory
SECONDARYFSAEABAH
Annuity & Insurance-Based Retirement Solutions Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

  • Financial planning services
  • Retirement income planning
  • Investment advisory services
  • Estate planning services
  • Insurance planning

associated financial planners business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Investment Advisory Services: Financial advisory and planning services including investment management, retirement planning, and wealth management. Services are regulated and offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
  2. Securities Brokerage: Securities offered through Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Includes mutual funds, annuities, stocks, bonds, ETFs, and managed accounts.
  3. Fixed Insurance Products: Fixed insurance products offered through Associated Financial Planners, LLC. Includes life insurance, long-term care, disability, and health insurance.

Pricing tiers

ModelBillingPrice
OtherAnnualCustomized advisory services tailored to individual client needs and complexity

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

associated financial planners product offering

Product offering

Core offering

Associated Financial Planners delivers personalized financial advisory and retirement planning services to individuals, primarily pre-retirees and retirees. The firm offers integrated wealth management including investment management (mutual funds, annuities, managed accounts, custom portfolios), retirement income planning, insurance solutions (life, long-term care, disability, health), estate planning, tax planning, and college planning. Services are delivered through direct advisor-led consultations supported by E-Money and Wove client portals for account access.

Product overview

Associated Financial Planners is a financial advisory firm offering a unified suite of financial planning services rather than a modular software platform. The firm provides integrated investment management (mutual funds, annuities, managed accounts, custom portfolios), retirement income planning, insurance solutions, estate planning, business planning, tax planning, and college planning services. Client-facing tools include the EE-Money and E Wove client portals for account access, along with tax resources (calendar, forms, publications, rates) and an educational financial glossary. All services are delivered through personalized, advisor-led consultations tailored to individual client needs and goals.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Services

Companies that use associated financial planners

Customer profile

Segments1 record

Ideal customer profiles2 records

associated financial planners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

associated financial planners partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Cambridge Investment Research, Inc.coreTechnology or IntegrationSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. This partnership enables the firm to offer securities products including mutual funds, annuities, stocks, and bonds through properly registered representatives.
  • Cambridge Investment Research Advisors, Inc.coreTechnology or IntegrationInvestment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. This partnership provides the regulatory framework and oversight for the firm's investment advisory and wealth management services.

Scale indicators1 record

Recent moves5 records

associated financial planners competitors and assessment

Company assessment

Direct peers

  • Cambridge Investment Research: Core broker-dealer and RIA partner providing the regulatory and operational backbone for Associated Financial Planners. Comparable as a large independent advisor-support platform serving thousands of small-to-mid advisory practices like AFP.
  • Cetera Advisor Networks: Independent broker-dealer and RIA support platform serving small-to-mid-sized advisory practices. Comparable as an alternative BD/RIA partner to Cambridge and as a peer in the small-practice retirement planning segment.

Broad incumbents

  • Creative Planning: Large independent RIA offering comprehensive financial planning, retirement, estate, and tax planning to individuals. Comparable in service breadth and target segment (mass-affluent and retiree households), though at much greater scale than AFP.
  • Edward Jones: National relationship-based financial advisory franchise targeting individual investors and retirees with comprehensive planning services. Highly comparable GTM motion (local offices, dedicated advisors, multi-decade client relationships) to AFP's model.
  • Ameriprise Financial: Large diversified financial services firm with a nationwide network of independent advisors offering retirement, investment, insurance, and estate planning. Comparable service mix and advisor-led delivery model for individual and retiree clients.
  • Raymond James Financial Services: Independent contractor broker-dealer and RIA network supporting thousands of small advisory offices. Directly comparable to AFP in operating model: small offices using Raymond James' platform to deliver retirement and wealth planning to individuals.
  • LPL Financial: Largest independent broker-dealer in the U.S., supporting RIAs and advisors offering retirement, investment, and insurance products. Comparable as an alternative platform AFP could affiliate with and as a peer in the small-RIA segment.
  • Northwestern Mutual: Insurance-led financial services firm with a captive advisor network providing retirement, investment, life insurance, and estate planning to individuals. Comparable in combining insurance products with comprehensive planning for pre-retiree and retiree segments.
  • Edelman Financial Engines: Large independent RIA combining traditional advisor-led planning with digital planning tools, focused on retirement income and wealth management for individuals. Comparable in retirement-focused service mix but at much larger scale.

Emerging players

  • Wealth Enhancement Group: Fast-growing RIA roll-up acquiring small-to-mid-sized advisory practices focused on retirement and wealth planning for individuals. Comparable client segment and service offering; represents a potential roll-up acquirer for firms like AFP.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

associated financial planners compliance and trust

Trust signal

Compliance3 records

associated financial planners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

associated financial planners leadership team

Management profile

Number of profiles

Profiles6 records

associated financial planners funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

associated financial planners M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about associated financial planners

What does associated financial planners do?

Associated Financial Planners delivers personalized financial advisory and retirement planning services to individuals, primarily pre-retirees and retirees. The firm offers integrated wealth management including investment management (mutual funds, annuities, managed accounts, custom portfolios), retirement income planning, insurance solutions (life, long-term care, disability, health), estate planning, tax planning, and college planning. Services are delivered through direct advisor-led consultations supported by E-Money and Wove client portals for account access.

Is associated financial planners a public or private company?

associated financial planners is a private company. It is classified as family owned and is currently operating.

When was associated financial planners founded?

associated financial planners was founded in 1982.

How does associated financial planners make money?

Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Brokerage and fixed Insurance Products.

Who are associated financial planners's main competitors?

Direct peers on record are Cambridge Investment Research and Cetera Advisor Networks. Broad incumbents are Creative Planning, Edward Jones, Ameriprise Financial, Raymond James Financial Services, LPL Financial, Northwestern Mutual and Edelman Financial Engines. Wealth Enhancement Group is listed as an emerging player.

Does associated financial planners have an API?

No public API is recorded for associated financial planners.

What industry is associated financial planners in?

associated financial planners's product category is Financial Advisory & Retirement Planning. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.

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