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ADVANCED FINANCIAL STRATEGIES INC

IRVINE, CA · CRD 108296 · IAPD ↗ · afsplanning.com · 949-502-5333

$251.7MRegulatory AUM
6Advisory reps
6Employees
3Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ADVANCED FINANCIAL STRATEGIES INC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — ADVANCED FINANCIAL STRATEGIES INC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.