American Capital Planning, LLC
American Capital Planning, LLC (CRD# 151142) is a financial advisory firm headquartered in Leesburg, VA. They manage $28,033,000 in 86 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$325,965
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Bonnie Sewell (CRD# 4647795) is an Investment Advisor Representative working at American Capital Planning, LLC in Leesburg, VA and has over 16 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.