# Advanced Financial Strategies

Advanced Financial Strategies is a Bank / Wealth / Trust based in Irvine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** afsplanning.com
- **LinkedIn:** https://www.linkedin.com/company/advanced-financial-strategies

## Regulatory record

- **CRD number:** 108296
- **SEC file number:** 801-57835
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108296

## About

Advanced Financial Strategies was established in 1997 as a US wealth manager and registered investment adviser. The firm offers advisory services focused on financial planning, business planning, and risk management. It works with individuals, high-net-worth clients, families, trusts, estates, and qualifying retirement plans. No asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. Public records provide no information on sourcing methods, governance structure, or succession arrangements.

## Questions

### Who runs investment decisions at Advanced Financial Strategies?

No named principals or CIO appear in public records.

### What services does Advanced Financial Strategies provide?

The firm provides investment advisory, financial planning, business planning, and risk management to individuals, families, trusts, and estates.

### Where is Advanced Financial Strategies based?

The firm is headquartered in Irvine, United States.

### When was Advanced Financial Strategies founded?

The firm was established in 1997.

## Related profiles

- [Advanced Finance & Investment Group](https://altss.com/profile/advanced-finance-investment-group)

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Last updated: 2026-06-03T20:00:00.000Z

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