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.

Atlantic Financial Planning

By on

atlantic-financial

Atlantic Financial Planning

1997 Annapolis Exchange Parkway, Suite 300
Annapolis, MD 21401

(443) 822 5615
[email protected]
www.Atlanticfinancialplan.com

Services

Atlantic Financial Planning offers financial planning services only.  Investment advice is offered, but not ongoing management.  Atlantic Financial Planning will work with clients remotely.

Compensation methods accepted
Fees are charged on an hourly basis.

Required education for senior advisors in the firm
CFP®  (Certified Financial Planners)

Link to SEC/state registration
https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=159162

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