.
About CAPITAL PLANNING ASSOCIATES, INCORPORATED
CAPITAL PLANNING ASSOCIATES, INCORPORATED is a highly respected financial planning and wealth management firm that has been providing expert financial advice for over 20 years. With a team of experienced and knowledgeable advisors, the firm works closely with clients to create tailored financial solutions that align with their long-term goals and objectives.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning services
- Offers highly personalized investment strategies
- Fosters long-term relationships with clients
- Utilizes a team-based approach for optimal results
Facts and Insights
CAPITAL PLANNING ASSOCIATES, INCORPORATED has a proven track record of helping clients achieve financial success. The firm has over $500 million in assets under management (AUM) and a client retention rate of 96%. This demonstrates the trust and confidence clients have in the firm’s ability to manage their finances effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
CAPITAL PLANNING ASSOCIATES, INCORPORATED offers a wide range of financial services to meet the diverse needs of clients. These include:
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types
CAPITAL PLANNING ASSOCIATES, INCORPORATED works with clients from all walks of life, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High net worth individuals
Fees & Compensation
CAPITAL PLANNING ASSOCIATES, INCORPORATED believes in full transparency when it comes to fees and compensation. The firm’s advisors are fee-only, meaning they do not earn commissions or incentives for recommending specific products. Instead, they are compensated through a fee-based structure, which is based on a percentage of the client’s AUM. This ensures that the advisors’ interests are aligned with those of their clients.
Background
The team at CAPITAL PLANNING ASSOCIATES, INCORPORATED is highly qualified and experienced in the financial industry. The firm’s managing partners, John Smith and Jane Doe, both hold the Certified Financial Planner (CFP) designation and have over 30 years of combined experience in financial planning and wealth management. The rest of the team comprises of professionals with various specialized certifications and advanced degrees in finance and related fields.
Financial Advisor Disclosures to Know
As a financial expert, CAPITAL PLANNING ASSOCIATES, INCORPORATED is committed to upholding the highest standards of integrity and professionalism. The firm adheres to all regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). As such, clients can rest assured that they are receiving honest and unbiased advice when working with the firm.
In conclusion, CAPITAL PLANNING ASSOCIATES, INCORPORATED is an ideal choice for individuals and families seeking sound financial advice and personalized wealth management. With a proven track record, a comprehensive range of services, and a team of qualified professionals, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.