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Michael Stark

American Financial Advisors, LLC

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Michael Stark

American Financial Advisors, LLC

Michael Stark, a financial fiduciary has been a Paladin Registry member since 2019. Michael is the owner of American Financial Advisors, LLC. Michael provides financial services to clients in the Marietta, Georgia area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 30
C. College Degrees
  • State University of New York - B.A. Environmental Science
  • Kennesaw State University - CFP Course (2 Year)
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Diversification and low fees works. Asset allocation based on what the market offers is one of the important things we strive to get "right". We give clients reasonable expectations for rates of return and focus on them achieving their desired goals. Completing the financial planning process gives our clients a comfort level that they will have a high degree of "success."

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Michael Stark
B. Main Location
  • 2551 Roswell Road
    Suite 310
    Marietta, Georgia, 30062
C. Telephone
  • 770.977.2434

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • American Financial Advisors, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • American Financial Advisors, LLC
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab & Co.
  • Fidelity
  • T.D. Ameritrade

V. Credentials

A. Years of Financial Experience
  • 30 Years
B. College, Degrees, Years
  • State University of New York - B.A. Environmental Science
  • Kennesaw State University - CFP Course (2 Year)
C. Current Certifications
  • None
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 115824
  • IARD: 801-41517
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Diversification and low fees works. Asset allocation based on what the market offers is one of the important things we strive to get "right". We give clients reasonable expectations for rates of return and focus on them achieving their desired goals. Completing the financial planning process gives our clients a comfort level that they will have a high degree of "success."

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 1,000+
D. Assets (Management, Advisement)
  • $670,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
  • Other:
G. Types of Reports (Frequency)
  • Brokerage Statement (Monthly)
  • Newsletters (Quarterly)
  • Other: We send out Weekly Market updates every Friday evening and other articles as appropriate depending on what's happening at the time around the globe.
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Low flat fee on active 401k employees based on asset value and additional low fee structure once they retire. Special niche - Airline industry

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Other: 401K plans
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Michael Stark
Most Recent Update:
  • Mar 6, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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