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 is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates and retirement plans. The firm provides portfolio management, financial planning and consulting, and a three‑tiered advisory offering that ranges from planning-only engagements to discretionary investment management.
The firm typically builds long‑term, diversified portfolios using low‑cost mutual funds and ETFs and may incorporate individual stocks, closed‑end funds, certificates of deposit, or structured products when appropriate. Capital Design combines fundamental and technical analysis with regular account monitoring, periodic reviews, and coordination with clients’ other advisors, while allowing clients to place reasonable investment restrictions on their accounts.
Noteworthy operational features for a firm of this size include a two‑partner structure that may operate under separate DBAs to deliver different service lines (including a niche planning focus for pilots) and the explicit three‑tiered service model that offers lower‑touch, subscription‑style planning tiers alongside full discretionary management. The firm also routinely implements client‑directed brokerage relationships, does not participate in wrap programs, and does not vote client proxies, which are material process choices that distinguish it from many peers.
Client services
Expertise
Fee options
Fixed fee engagements with estimates provided prior to engagement.
$0 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.15% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.5%
Foundations and Partnering tiers start at $175 per month, billed quarterly in arrears.
Fee-only: Ongoing financial planning fees range from $900 to $5,000 annually billed monthly; Three-tiered advisory service fees start at $175 per month 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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 and holds a Series 66 designation. He has 25 years of industry experience, including 19 years at Ameriprise Financial Services, Inc. prior to joining Capital Design Private Wealth in 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and a three-tiered advisory service model, employing a blend of fundamental and technical analysis while allowing for client-directed brokerage relationships and customized investment restrictions.
Andre L
Series 63, Series 66
Portsmouth, NH
Capital Design Private Wealth LLC
Andre Laplante is a financial advisor at Capital Design Private Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services from 2015 to 2019. Laplante has been with Capital Design since 2019. Capital Design Private Wealth LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a three-tiered advisory model, combining fundamental and technical analysis to build diversified portfolios with low-cost mutual funds and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")