Updated:Jun 3, 2026

Automated Financial Planning, Inc.

Automated Financial Planning, Inc. is an RIA with minimal public disclosure — no AUM, leadership, investment strategy, or recent activity confirmed.

Automated Financial Planning, Inc.

AUTOMATED FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in Miami, FL. It has one employee and one investment adviser. The firm is based in Miami, FL.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

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Country

—

City

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Corporate office

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What is Automated Financial Planning, Inc.'s business model?

The firm's name suggests a technology-driven approach to financial planning, likely serving retail clients through automated software. However, no official documentation confirms whether AFP provides robo-advisory, human advisor-led, or hybrid services. Public records are absent.

Who runs investment decisions at Automated Financial Planning, Inc.?

No principals, portfolio managers, or investment committee members are named in public sources. The firm's leadership structure is undisclosed.

What investment strategy does AFP follow?

No strategy documentation exists publicly. The firm may offer passive index-tracking or algorithm-based portfolios common in retail robo-advisory, but this is speculative. No asset-class mix, risk management approach, or rebalancing policy is reported.

Is Automated Financial Planning, Inc. registered as an RIA?

The firm's name suggests registration as a registered investment advisor under US securities law. SEC filings may confirm this, but specific registration details were not captured in available sources.

Does AFP offer discretionary or non-discretionary management?

No information is available on the firm's discretionary authority, account types, or minimum asset requirements. Clients should review ADV filings for such details.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.