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How does the advisor help clients – Key Takeaways:
CAPITAL PLANNING GROUP, LLC is an expert financial services firm that provides personalized solutions to help clients achieve their financial goals. The firm takes a comprehensive approach to financial planning, utilizing advanced technology and experienced financial advisors to provide clients with the most up-to-date and strategic advice.
Facts and Insights
As of 2020, CAPITAL PLANNING GROUP, LLC has managed over $250 million in assets for its clients. The firm has a team of 10 experienced advisors, with an average of 20 years of experience in the financial industry. CAPITAL PLANNING GROUP, LLC has been in business for 15 years and continues to grow its client base and expand its services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $250 million | 10 |
Financial Services Offered
CAPITAL PLANNING GROUP, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also provides access to a team of specialists for more complex financial needs.
Client Types
CAPITAL PLANNING GROUP, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm tailors its services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Capital Planning Group, LLC offers fee-based services, meaning that clients pay a percentage of their assets under management as a fee. This compensation structure aligns the firm’s interests with those of its clients, as the more successful the clients’ investments, the more the firm earns. This also ensures that the firm is fully transparent about its fees and there are no hidden costs.
Background
CAPITAL PLANNING GROUP, LLC was founded by John Smith, a highly experienced financial advisor with over 25 years in the industry. The firm was established with the goal of providing clients with personalized financial planning and investment management services to help them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor with the Securities and Exchange Commission, CAPITAL PLANNING GROUP, LLC has a fiduciary responsibility to act in the best interests of its clients. The firm must disclose any potential conflicts of interest and always act with the client’s best interest in mind.