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The fee is billed in advance and is negotiable.","source":"AFFIANCE FORM ADV BROCHURE, filed 23 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Affiance Financial use?","answer":"Affiance Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.36B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Affiance Financial have?","answer":"Affiance Financial has 11 investment adviser representatives registered with state securities authorities, out of 25 employees, and 11 perform investment advisory functions. 13 employees are registered representatives of a broker-dealer and 5 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 Affiance Financial invest in?","answer":"At the end of its last fiscal year, Affiance Financial’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","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 Affiance Financial?","answer":"Affiance Financial is owned through holding companies by Andrew Fishman, Daniel Lear, Kyle Berg and Marc Usem. 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