American Financial Planning, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 142588
· Roanoke, VA
· www.facebook.com
☆ Save with Pro
ADV data as of Aug 12, 2026
- Regulatory AUM
- $21.5M
- Discretionary
- $21.5M
- Clients
- 81
- Avg AUM / client
- $266K
- Accounts
- 165
- Employees
- 3
AUM over time
$21.5M
$21.5M
Mar 23, 2026
Aug 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $21.5M | 100.0% |
| High net worth individuals | Fewer than 5 clients | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maynard Lee Keller | Registered representative | CFP | Jan 2007 (20y) | |
| Mark Charles Castonguay | Registered representative | Aug 2023 (3y) | ||
| Jon Andrew Matlock | Registered representative | CFP | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 12, 2026.
View current Form ADV (SEC/IAPD) ↗