A complete list of active advisors currently associated with Capital Financial Planners, LLC

Warmer can help you find a great advisor at Capital Financial Planners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Capital Financial Planners, LLC, 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.

Name	Location	Years of experience
Amie Varnado	Youngsville, LA	17

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