AB Financial Planning and Investments, LLC fees
Financial planner in McLean, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, AB Financial Planning and Investments, LLC (McLean, VA) charges up to $500 an hour and a flat or project fee of up to $5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the McLean median is $250. Can go up to $500; the Virginia median is $300.
“The Advisor’s hourly fee will be billed at a rate of up to $500 per hour.”
- Flat or project fee
- Up to $5,000
Capped at $5,000, at or below the Virginia median of $5,188.
“Fixed fee arrangements can range up to $5,000 for such services as contracted for with client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How AB Financial Planning and Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisor’s hourly fee rate will be negotiated and agreed upon by the parties in advance.”
- “Hourly fee-based clients are billed on a monthly basis and upon completion of work performed.”
- “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 284636 (opens in new tab)
- Phone
- (703) 864-3903
Other planners in McLean that publish fees
- Argo Wealth Advisory, LLCMcLeanFlat $500-$50,000
- OLIO Financial PlanningMcLeanHourly $100-$250/hr, Flat $1,500-$50,000
- Chatham Wealth Management. LLCMcLeanHourly $250/hr, Monthly $295-$795/mo
- BlueSail Advisors LLCMcLeanAnnual $1,500-$6,000/yr
- B&L Wealth Group, LLCMcLeanHourly $250/hr, Flat $2,000-$10,000
- Keystone Asset Management, Inc.McLeanHourly $200/hr 2024 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.