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Services Overview

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.

Triangle_red 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 newsletter.

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.

Triangle_red 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.

Triangle_red 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 $350,000.

Triangle_red 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.

Triangle_red 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 in advance.

Triangle_red 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.

Cleardot Cleardot
Advanced Financial Designs - Email: fern@afdadvisors.com
182 Howard St. #410 San Francisco, CA 94105-1611
Phone - 415-819-3065
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Nothing on this website shall be construed as a solicitation of business in any state in which AFD Advisors/Fern Alix LaRocca is not registered. No business will be conducted with any individual in a state unless AFD Advisors/Fern Alix LaRocca is registered or exempted from registering.