AFC Planning Group

Founded in 2008, AFC Planning Group operates from Melville, US, providing specialized financial services. The firm has secured a total of 1 deal, with the most recent deal occurring on August 25, 2025, when Osaic, Inc. , part of Reverence Capital Partners, acquired AFC Planning Group. Financial terms were not disclosed.

AFC Planning Group specializes in providing comprehensive financial planning and advisory services tailored to meet the specific needs of individuals and businesses. Their core offerings include retirement planning, investment management, estate planning, and tax optimization strategies. These services address the financial complexities faced by clients, enabling them to achieve their long-term financial goals. The firm caters primarily to high-net-worth individuals, small to medium-sized enterprises, and families seeking personalized financial solutions.

AFC Planning Group operates in key geographical markets, including the United States and parts of Canada, focusing on affluent clients who demand high-quality financial guidance. AFC Planning Group generates revenue through a structured fee-based model encompassing various service offerings. Clients typically engage in long-term advisory relationships, where fees may be structured as a percentage of assets under management or as fixed annual retainers for financial planning services. The firm's flagship service, comprehensive financial planning, aims at clients requiring ongoing support and detailed strategy development, ensuring alignment with their financial objectives.

Revenue is derived from direct client engagements, reinforcing the firm's commitment to providing tailored solutions that meet the unique needs of its diverse client base. AFC Planning Group generates revenue through a structured fee-based model encompassing various service offerings. Clients typically engage in long-term advisory relationships, where fees may be structured as a percentage of assets under management or as fixed annual retainers for financial planning services. The firm's flagship service, comprehensive financial planning, aims at clients requiring ongoing support and detailed strategy development, ensuring alignment with their financial objectives.

Revenue is derived from direct client engagements, reinforcing the firm's commitment to providing tailored solutions that meet the unique needs of its diverse client base. In October 2025, Osaic, Inc. announced the acquisition of AFC Planning Group, enhancing its wealth management solutions. This acquisition positions AFC Planning Group for future growth, particularly in expanding its offerings and enhancing service delivery across the United States and Canada.