Fee-only adviser · Olean, NY

Afl Advisory Group LLC

Afl Advisory Group LLC is a fee-only investment adviser registered with the securities regulators of North Carolina, New Jersey, New York, with its main office in Olean, New York. On its latest Form ADV, filed February 23, 2026, it reports $32M in regulatory assets under management, 64 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

RegistrationState-registered: North Carolina, New Jersey, New York
Firm CRD number168957
Office2442 Constitution Ave.
Olean, NY 14760
Phone(585) 313-6342
WebsiteNot listed
Regulatory assets under management$32M
Individual clients55 non-high-net-worth, 9 high-net-worth
Financial planning clientsNot reported
How it chargesPercentage of assets
ServicesPortfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingFebruary 23, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • 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.

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