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They include 140 high-net-worth individuals, 131 individual clients and 12 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does AAF Wealth Management offer?","answer":"AAF Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does AAF Wealth Management charge?","answer":"AAF Wealth Management charges 0.15%–1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does AAF Wealth Management use?","answer":"AAF Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $721M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AAF Wealth Management have?","answer":"AAF Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AAF Wealth Management invest in?","answer":"At the end of its last fiscal year, AAF Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 5% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AAF Wealth Management?","answer":"AAF Wealth Management’s direct owner is Aafcpas, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does AAF Wealth Management get paid?","answer":"AAF Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is AAF Wealth Management registered with the SEC?","answer":"Yes, AAF Wealth Management has been registered with the SEC as an investment adviser since 24 July 2012. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}