American Capital Planning, LLC
American Capital Planning, LLC (CRD# 151142) is a financial advisory firm headquartered in Leesburg, VA. They manage $24,464,250 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$305,803
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bonnie Sewell (CRD# 4647795) is an Investment Advisor Representative working at American Capital Planning, LLC in Leesburg, VA and has over 15 years of experience in the finance industry. Bonnie Sewell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.