Capital Financial Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Financial Planners, LLC provides financial planning and discretionary portfolio management for individuals and a limited number of institutional clients. The firm manages roughly $29 million across about 89 client accounts and offers written plans and advice covering tax, insurance, retirement and estate planning.
The firm follows a largely passive, asset-allocation-driven approach that emphasizes diversification, monitoring of asset-class exposure and holdings overlap, and the use of mutual funds, ETFs, stocks, bonds, government securities and options. Client accounts are reviewed regularly (monthly for managed accounts) and managed primarily on a discretionary basis, with model-portfolio oversight and periodic reviews of externally managed strategies.
Notable distinctions include the principal’s activity as a licensed insurance agent who sells non-variable insurance products and earns commissions—a relationship the brochure discloses as a potential conflict of interest. The firm also unusually advises and manages a small number of institutional clients (businesses, charities and small pension plans) and at times refers clients to outside managers for alternative investments, sharing a portion of those managers’ fees.
Client services
Expertise
Fee options
Written financial plan fees range from $200 to $10,000 depending on complexity
0.25% to 2% annually (negotiable, based on size and complexity)
Up to $175/hour (negotiable)
Main office
405 Lafayette Street
Youngsville LA 70592
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Av Wealth Management Group, LLC · Capital Financial Planners, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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