Advanced Financial Designs has been a Registered Investment Advisor since 1983. We are a team of independent consultants specializing in all areas necessary to design a financial plan that is tailored to meet your goals and objectives. We use advanced planning techniques to help you minimize taxes and accumulate wealth. We welcome an opportunity to tell you more about Advanced Financial Designs and demonstrate how we can enhance your investment opportunities.
Please contact us or download our ADV
Disclosure Form Part II which describes our programs and practices
in detail. Or, feel free to give us a call at (415) 819-3065
for a complimentary phone consultation.
What services will Advanced Financial Designs provide?
Advanced Financial Designs provides comprehensive fee-only financial
planning, asset management, and tax preparation services. Our asset
management services include the Asset Allocation Advisory Program
(AAAP). An investment policy statement will determine the most efficient
asset mix. Then an individualized portfolio of securities is supervised
and managed for each client to achieve his or her investment objectives.
Clients receive monthly and quarterly statements as well as a quarterly
Life-changing events are happening in our world today. We provide
Life Planning to help you transform
your personal and financial life into the life you want.
What kind of clients does Advanced Financial Designs serve?
Advanced Financial Designs offers investment management services for individuals, individual retirement accounts (IRA), pension and profit-sharing plans, trusts, estates, foundations, and small businesses.
What size accounts are handled?
There is a wide variance in account size, from a few thousand dollars
to over a million dollars. The average account size is approximately
What types of investments does the firm manage?
The Asset Allocation Advisory Program is composed mainly of no-load
mutual funds, corporate bonds, tax-free bonds and U.S Government
debt securities. We also co-manage stock portfolios with other advisors.
How much does this cost?
Advanced Financial Designs is a fee-only advisor. Financial planning
fees are $250 an hour. The fee for asset management services is
a percentage of the value of the assets managed in our asset allocation
advisory program. Tax preparation is billed per tax form. All work
for clients is conducted on a fully disclosed basis, with fees quoted
How is an account set up?
An investment advisory agreement is signed with Advanced Financial Designs and a custody account is opened at a brokerage firm in your name authorizing AFD to implement transactions on your behalf. AFD does not assume custody of your funds or securities.