A complete list of active advisors currently associated with Capital Planning Advisors LLC
Warmer can help you find a great advisor at Capital Planning Advisors LLC or one who fits your needs even better.
Capital Planning Advisors, LLC provides comprehensive portfolio management, financial planning, and retirement plan management and consulting to individuals (including high net worth clients) and institutional clients such as employer-sponsored retirement plans. The firm manages roughly $1.5 billion in discretionary assets and delivers advice through investment policy statements, regular portfolio reviews, and ongoing account management. The firm constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds, and alternative investments (including REITs, BDCs, private funds and, where appropriate, cryptocurrency products), with tax considerations and client risk tolerance emphasized; accounts are reviewed at least quarterly. Capital Planning also utilizes third‑party sub‑advisors and third‑party manager arrangements, provides ERISA fiduciary (3(21)/3(38)) services to plan sponsors, and may rebalance or trade accounts on a discretionary basis. Capital Planning is owned by BlueSpring Wealth Partners, LLC, a principal owner of multiple RIAs, and discloses that some representatives are dually registered with affiliated firms such as Bedell Frazier Investment Counselling, reflecting closer adviser-to-adviser affiliations than is typical for peers. The firm operates a wholly owned insurance subsidiary, Capital Independent Insurance Services, and some advisors hold insurance licenses; its brochure also discloses potential conflicts such as recommending IRA rollovers from qualified plans.
To learn more about the advisors currently working at Capital Planning Advisors 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 |
|---|---|---|
Roseville, CA
| 9
| |
Roseville, CA
| 12
|
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