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

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

Capital Financial Planners advises individuals (including high‑net‑worth clients), charitable organizations, and business entities, providing wealth management, discretionary portfolio management, stand‑alone financial planning, and retirement plan consulting. The firm manages roughly $285 million for about 221 clients and offers both ongoing advisory relationships and one‑time or hourly planning engagements. Its investment approach is rooted in Modern Portfolio Theory and emphasizes diversified allocations across mutual funds, ETFs, individual equities and bonds, REITs, commodity‑based ETFs, and the use of third‑party Independent Managers through Separately Managed Account (SMA) and Unified Managed Account (UMA) arrangements. Client assets are typically custodied at Charles Schwab or on the AssetMark platform, and the firm states it monitors Independent Managers’ holdings, concentrations, and leverage as part of ongoing due diligence and account reviews. Distinctive features in the brochure include the routine use of wrap‑fee platform arrangements (notably the AssetMark Platform) alongside traditional unbundled AUM billing, and the firm’s explicit attention to manager‑level implementation risks such as concentrations and leverage within SMA/UMA strategies. Those platform and manager‑level practices—together with the firm’s offering of retirement plan consulting in addition to individual wealth management—differentiate its service mix from many peers in this supported firm category.

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