About CAPITAL PLANNING CONSULTANTS, LLC
CAPITAL PLANNING CONSULTANTS, LLC is a well-established financial consulting firm that specializes in providing comprehensive and customized solutions for their clients’ financial needs. With a team of experienced and knowledgeable advisors, the firm offers a wide range of services to help clients achieve their financial goals. Let’s take a closer look at how CAPITAL PLANNING CONSULTANTS, LLC helps their clients and some key facts and insights about the company.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive and customized financial solutions
- Has a team of experienced and knowledgeable advisors
- Provides a wide range of financial services
- Helps clients achieve their financial goals
Facts and Insights
Here are some important facts and insights about CAPITAL PLANNING CONSULTANTS, LLC:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
CAPITAL PLANNING CONSULTANTS, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
CAPITAL PLANNING CONSULTANTS, LLC works with a variety of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Professionals
Fees & Compensation
CAPITAL PLANNING CONSULTANTS, LLC follows a fee-only compensation structure, which means they do not earn commissions on any products or services they recommend. This allows their advisors to provide unbiased and objective advice to their clients. The firm’s fees are based on a percentage of the assets they manage for their clients.
Background
CAPITAL PLANNING CONSULTANTS, LLC was founded in 2005 and has been providing expert financial guidance to clients for the past 15 years. The firm is based in New York and has a team of 10 experienced advisors who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to know about any potential conflicts of interest. Here are some disclosures to know about CAPITAL PLANNING CONSULTANTS, LLC:
- The company is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- The firm may receive compensation from third parties for recommending certain products or services
- The advisors may also receive additional compensation for selling certain investment products