# AB Financial Planning and Investments, LLC

> AB Financial Planning and Investments, LLC is a state-registered investment advisory firm in West McLean, VA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.

- CRD: 284636
- Filed as: AB FINANCIAL PLANNING AND INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284636
- AdvisorCensus page: https://advisorcensus.com/firm/ab-financial-planning-and-investments-llc-west-mclean-va-284636

## Quick answers

**How is AB Financial Planning and Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), AB Financial Planning and Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is AB Financial Planning and Investments, LLC located?**
AB Financial Planning and Investments, LLC's principal office is in West McLean, VA, according to its Form ADV.

**Is AB Financial Planning and Investments, LLC registered with the SEC or a state?**
AB Financial Planning and Investments, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284636.

**Does AB Financial Planning and Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284636

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @AB-FINANCIAL-1765573733762667
- LinkedIn @9254323
- LinkedIn @ABENWAY
- X @ADBENWAY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AB Financial Planning and Investments, LLC (CRD 284636): Form ADV filing data as of October 2026.