Rob DeLucas, CFP®, ChFC® Afton Advisors

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About Rob DeLucas, CFP®, ChFC®, RICP®, MBA

An analytical thinker and financial advisor since 2007, I have seen several changes in the industry of financial planning. My mission is to take all of my experiences and build a truly life-changing planning process. A financial plan is a great thing to have, but as soon as another day begins, that plan will change. A great financial advisor doesn’t just build a plan….a great advisor builds a PROCESS that helps clients navigate life’s changes. People need a trusted advocate to help make critical decisions at the exact time they are needed to be made. I started Afton Advisors with the goal of pro-active, ongoing service that touches all aspects of family finance with one flat fee for service. Investment management is included. Let’s team up on this and do financial planning together!

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Ideal Clients

  • Gen X
  • IRA Planning
  • Mid-Career Professionals
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee

Fee Options

  • Monthly: $400+/mo
  • Quarterly: $1,200+/qtr
  • Flat Fee: $4,800+/engagement

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