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ANCAP Financial

AnCap Financial is a fee-only financial planning firm offering simple, transparent, flat fees with no portfolio management fees or hidden investment fees.

ANCAP Financial

AnCap Financial is a fee-only financial planning firm offering simple, transparent, flat fees with no portfolio management fees or hidden investment fees. It serves current and aspiring retirees and business owners with a comprehensive approach.

General information

Firm type

RIA

Principals

Zach Lopez

CFP — founder & CEO

Mike McLaughlin

MBA — financial planner

Sector focus

Current and aspiring retirees; business owners

Frequently asked questions

Is ANCAP Financial registered with any financial regulator?

No registration has been identified with the SEC, FINRA, or equivalent bodies in publicly searchable registries. The lack of registration is typical for genuine single-family offices in jurisdictions that exempt non-soliciting entities from adviser registration requirements.

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