A
Associated Financial Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,535,289
Clients
113
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
113
Very HighAverage account size
$323,321
About
The firm provides investment advisory and financial planning services to individuals and a range of organizational clients, including pension and profit-sharing plans and charitable organizations. Its service offerings include non-discretionary portfolio management, financial and asset-allocation planning, tax-qualified retirement plan consulting, participant education, advisory consulting, and family office/wealth planning.
The firm generally delivers tailored, non-discretionary advice and works with clients to develop customized or model-based portfolios that it monitors and rebalances periodically; as disclosed, the bulk of its reported assets (about $40.8 million as of February 2026) are managed on a non-discretionary basis. Its investment process can employ technical, fundamental, cyclical, and modern portfolio theory analyses and may include both long- and short-term trading where suitable to client objectives.
What is distinctive for a solo independent adviser is the firm’s affiliation with a real estate brokerage and the fact that its advisers are also licensed insurance agents, while also accepting pension clients and providing pension consulting and participant education services—each of which is comparatively uncommon among peers. The brochure discloses these affiliations and the potential conflicts they create (for example, insurance commissions and referrals to affiliated real estate services) and states that clients are under no obligation to use affiliated services.
Client services
Financial planning
Portfolio management
Pension consulting
Asset allocation, advisory consulting, solicitation arrangement
Asset allocation, advisory consulting, solicitation arrangement
Expertise
Family Business
General estate planning guidance
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees ranging from $1,000 to $5,000 for financial planning, asset allocation, advisory consulting, family office and wealth planning services
$0 - $100,000: 2.00% $100,001 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.50% $10,000,000+: Negotiable
Insurance commissions earned separately by licensed insurance agents affiliated with the firm
$200 per hour for financial planning, asset allocation, advisory consulting, and family office services
Account minimum: $25,000 Fee-only: Hourly fee $200/hour; Fixed fee $1,000 - $5,000 (financial planning, asset allocation, advisory consulting, family office and wealth planning services)
Main office location
Associated Financial Partners, Inc.
Loganville GA, United States
Number of offices
1
Most active in
Associated Financial Partners, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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