# Automated Financial Planning, Inc.

Automated Financial Planning, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141869
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141869

## About

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

## Questions

### 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.

### 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.

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

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