A complete list of active advisors currently associated with Capital Assets Planning Incorporated

Warmer can help you find a great advisor at Capital Assets Planning Incorporated or one who fits your needs even better.

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).

To learn more about the advisors currently working at Capital Assets Planning Incorporated, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.