Capital Assets Planning Incorporated
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high‑net‑worth clients, offering written financial plans, ongoing advisory agreements, and referrals to third‑party investment managers. Its planning services cover cash‑flow, retirement, tax, insurance and estate considerations and may be delivered via fixed fees, hourly charges, or ongoing advisory arrangements.
The firm uses client interviews and a documented risk‑tolerance questionnaire to tailor recommendations and may recommend both passive and active investment strategies or model allocations. Investment implementation is typically handled by third‑party managers (notably SEI Private Trust Company under a sub‑advisor arrangement) rather than through discretionary authority exercised by CAP.
Distinctive features disclosed in the brochure include that two principals are registered representatives of LPL and may accept commission‑based compensation for certain securities, a practice the firm documents as a potential conflict of interest. CAP also reports no assets under its direct management and states it does not exercise investment discretion over client accounts, and it maintains a stated $2 million investable‑asset threshold for new advisory clients (waivable at the firm’s discretion).
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $1,000 to $30,000
$250,000 - $750,000: 0.70% $750,000 - $1,500,000: 0.65% $1,500,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Commissions on sales of securities through LPL Financial, including transactional sales charges and trail commissions on mutual funds and variable annuities
Hourly financial planning fees ranging from $200 to $400 per hour
Account minimum: $2,000,000 Fee-only: Fixed financial planning fees ranging from $1,000 to $30,000; Hourly fees ranging from $200 to $400 per hour; Ongoing advisory fees based on tiered percentage of assets under advisement
Main office
See officeFalls Church VA
Advisors at this office
1
Most active in
Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Natasha C
CFP®, Series 63, Series 65
Arlington, VA
Capital Assets Planning Incorporated
Natasha Cashman is a CFP® with nine years of experience in the financial services industry. She is currently with Capital Assets Planning Incorporated, where she has worked since 2019, and previously held roles at Grove Point Investments, LLC and D'Orazio & Associates, Inc. She also holds Series 63 and Series 65 licenses. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, focusing on comprehensive financial plans and ongoing advisory agreements. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers rather than exercising discretionary authority.
Cody C
Series 66
Falls Church, VA
Capital Assets Planning Incorporated
Cody Cashman is a financial advisor at Capital Assets Planning Incorporated with a Series 66 designation and one year of industry experience. Prior to his advisory roles, he served as the Commissioner of the Revenue for the City of Falls Church from 2021 to 2025. Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high-net-worth clients, offering customized plans covering cash flow, retirement, tax, insurance, and estate considerations. The firm uses client interviews and risk-tolerance questionnaires to tailor recommendations and typically implements investments through third-party managers.
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