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About AB Financial Planning and Investments, LLC
AB Financial Planning and Investments, LLC is a leading financial planning and investment firm that offers expert guidance and personalized solutions to help clients achieve their financial goals. The firm is not only focused on providing financial advice but also on building strong and long-lasting relationships with each and every client.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment advice
- Helps clients achieve their short and long-term financial goals
- Provides a comprehensive range of financial services
- Builds strong and trusting relationships with clients
- Continuously monitors and adjusts investment strategies
Facts and Insights
At AB Financial Planning and Investments, LLC, our team of experienced financial advisors is dedicated to providing exceptional services to our clients. Here are some key insights about our firm:
Assets Under Management: According to our latest SEC filing, our firm manages $50 million in assets on behalf of our clients.
Number of Advisors: We currently have a team of 8 experienced and highly knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals.
Time in Business: AB Financial Planning and Investments, LLC was established in 2008, making us one of the most established firms in the industry.
Financial Services Offered:
At AB Financial Planning and Investments, LLC, we offer a comprehensive range of financial services to meet the unique needs of our clients. Some of the services we offer include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
We work with a diverse client base, including individuals, families, and small businesses. Our goal is to provide personalized services and solutions that fit the unique needs and goals of each of our clients.
Fees & Compensation
At AB Financial Planning and Investments, LLC, we believe in transparency when it comes to fees and compensation. Our fees are based on a percentage of AUM (assets under management) and are determined based on the level of complexity and services required by each client. We do not charge any commissions or hidden fees, ensuring that our clients receive unbiased and objective advice.
Background
AB Financial Planning and Investments, LLC was founded by John Smith, a Certified Financial Planner, with more than 20 years of experience in the financial industry. John is dedicated to providing personalized and comprehensive financial services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
At AB Financial Planning and Investments, LLC, we have a fiduciary duty to act in the best interest of our clients at all times. We are committed to maintaining high ethical standards and always disclose any potential conflicts of interest to our clients. Our firm also has a clean record with no disciplinary actions or regulatory sanctions.