The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.


Building a fiduciary culture of honesty, integrity, and expertise.

American Capital Planning

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American Capital Planning

American Capital Planning, LLC

202 Church Street SE, Suite 509
Leesburg, VA 20175

703.771.0905
AmericanCapitalPlanning.com
bonnie@americancapitalplanning.com

Services

True financial independence. It rarely happens by accident. And you don’t have to wait forever (or until you retire). The freedom to live well is within reach. Come join us and realize the possibilities. Did you know that only 23.13% of CFPs are female? That less than 15% of owners of advisory firms are female? We are fiduciary, fee-only, flat fee, and female owned.

Why do we offer wealth management in a boutique setting?

We enjoy delivering professional services on a very personal level.  Because when we spread the wealth around, we all benefit. Women and their families benefit. Because financially strong women are an asset the world needs.

Why do we specialize in divorce financial planning? 

So that other 9-year-old girls don’t grow up without money and think that makes them worthless. So that other 9-year-old girls won’t be embarrassed or ashamed about what’s happening to their families. So that other 9-year-old girls don’t grow up to be wives who lose their voice in their marriage and wait decades to live their best life. Because when there are enough resources in the family, those resources should be split more evenly so that everyone can move forward financially, not just one of them. Because all women should be able to make the choice to have families with the partners they love and trust and, if that ever breaks down, they should be able to claim their share of what they helped build.

Compensation methods accepted
Assets Under Management (AUM)
Fixed fee based on assets or financial circumstances

Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
Accredited Investment Fiduciary® (AIF®)

Link to SEC/state registration https://adviserinfo.sec.gov/Firm/151142

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture