Fee-only adviser · Allen Park, MI
Affinity Financial Advisory
Affinity Financial Advisory is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Allen Park, Michigan. On its latest Form ADV, filed March 25, 2026, it reports $72M in regulatory assets under management, 121 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 134034 |
| Office | 7300 Park Ave. Allen Park, MI 48101 |
| Phone | (313) 294-9290 |
| Website | www.affinityfa.com |
| Regulatory assets under management | $72M |
| Individual clients | 107 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Allen Park
Nearby
- Wyandotte 1 firm
- Trenton 1 firm
- Livonia 5 firms
- Canton 1 firm
- Royal Oak 6 firms
- Lathrup Village 1 firm
- Southfield 6 firms
- Grosse Pointe 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Affinity Financial Advisory? Update this listing.