Capital Design Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Design Private Wealth LLC serves individuals, high‑net‑worth individuals, trusts, estates, and retirement plans and generally does not impose a minimum relationship size. The firm provides investment management and financial planning and has introduced a three‑tiered advisory model that spans planning‑only engagements to full discretionary portfolio management.
The firm emphasizes continuous personal contact and a long‑term, asset‑allocation approach that typically uses low‑cost mutual funds and ETFs while also permitting individual stocks, closed‑end funds, and certificates of deposit when appropriate. Clients may select from Foundations (planning and DIY implementation), Partnering (ongoing guidance with optional non‑discretionary execution), or Optimization (professional discretionary management with rebalancing, tax‑loss harvesting, cash‑flow handling, and performance reporting).
Capital Design is a small, two‑advisor firm managing roughly $104 million for about 260 clients and operates under the DBAs Tall Trees Wealth and Planning for Pilots, signaling advisor-level client segmentation such as a niche focus on pilots. The firm also discloses a revenue‑sharing arrangement with Finny AI, Inc. — paying 0.20% on assets from qualified leads — and reports receiving institutional custody and trading benefits from its recommended custodian.
Client services
Expertise
Occupation focus
Fee options
Fixed fee engagements for financial planning with fee estimates provided before engagement
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.15% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.5% annually
Fee-only: Financial planning ongoing annual retainer fees from $900 to $5,000 billed monthly in advance; fixed fee engagements with estimates provided prior to engagement; Three-Tiered Advisory Service Model monthly fees starting at $175 for Foundations and Partnering tiers
Main office
36 Maplewood Avenue
Portsmouth NH 03801
Advisors at this office
2
Most active in
Florida · Louisiana · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Capital Design Private Wealth LLC · Planning For Pilots · Tall Trees Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Quick links
Advisors at this firm
Hilton K
Series 66
Portsmouth, NH
Capital Design Private Wealth LLC
Hilton Kelly Jr. is a financial advisor with Capital Design Private Wealth LLC, holding a Series 66 designation and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment management and financial planning through a three-tiered advisory model ranging from planning-only services to full discretionary portfolio management. The firm focuses on long-term asset allocation using low-cost mutual funds and ETFs, along with other investment options tailored to client needs.
Andre L
Series 63, Series 66
Portsmouth, NH
Capital Design Private Wealth LLC
Andre Laplante is a financial advisor with Capital Design Private Wealth LLC in Portsmouth, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Capital Design Private Wealth since 2019, following prior roles at Ameriprise Financial Services and Fidelity. Capital Design Private Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans with a flexible three-tiered advisory model ranging from planning-only to full discretionary portfolio management. The firm focuses on continuous personal contact and a long-term, asset-allocation strategy using primarily low-cost mutual funds and ETFs.
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