# AB Financial Planning and Investments

AB Financial Planning and Investments is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/abenway

## Regulatory record

- **CRD number:** 284636
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284636

## About

AB Financial Planning and Investments, LLC is a state-registered investment adviser in West McLean, VA. It has one employee and one investment adviser. The firm is based in West McLean.

## Questions

### Is AB Financial Planning and Investments a fiduciary?

As a registered investment advisor in the United States, the firm is legally bound by a fiduciary duty to act in its clients' best interests when providing investment advice. This standard requires disclosing conflicts of interest and prioritizing client needs above the firm's own financial interests.

### How does the firm typically charge clients?

RIAs of this type commonly charge fees based on a percentage of assets under management, though flat retainer fees or hourly billing for standalone financial plans are also possible. The specific fee schedule is normally disclosed in the firm's Form ADV Part 2A, which must be provided to prospective clients.

### What is the firm's known approach to investment selection?

Without published materials, the approach is not publicly documented. Most independent planners in this segment construct portfolios from low-cost ETFs and mutual funds, sometimes complemented by individual bonds, to implement a strategic, risk-appropriate asset allocation aligned with each client's financial plan.

### Does the firm serve institutional investors?

There is no public evidence that AB Financial Planning and Investments serves institutional investors such as pensions, endowments, or foundations. Its name and regulatory posture align with a retail-focused financial planning practice serving individuals and families.

## Related profiles

- [Abboud Financial Planning](https://altss.com/profile/abboud-financial-planning-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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