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A&F Financial Advisors LLC (Charleston)


A&F Financial Advisors LLC is a large advisory firm based in Charleston. It manages $279.79 million of regulatory assets for 628 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Kentucky, Ohio, and 3 other states.

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A&F Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

A&F Financial Advisors: assets under management

The assets under management (AUM) of A&F Financial Advisors LLC is $279.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 557% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $279.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $445.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay A&F Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charleston

The principal office where A&F Financial Advisors LLC performs its advisory services is located at 101 Washington Street, East, Charleston, WV 25301 The mailing address of the firm is P. O. Box 2629, Charleston, WV 25329. An additional office of the firm is in New Castle, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 304-206-3338 or by fax 304-346-8333. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at affa.afnetwork.com.


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