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AUTOMATED FINANCIAL PLANNING, INC.

CRD 141869

15715 S. DIXIE HIGHWAY, SUITE 231, MIAMI, FL, 33157, United States

Phone

305-251-5011

Fax

305-251-5256

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 21 broker-dealer reps

Clients

1-10

Fees

Commissions

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planning

Official SEC filing: View on IAPD