A complete list of active advisors currently associated with Capital Planning Associates, Incorporated
Warmer can help you find a great advisor at Capital Planning Associates, Incorporated or one who fits your needs even better.
Capital Planning Associates serves business owners, high‑net‑worth individuals, and employer retirement plans with personalized investment counseling, portfolio monitoring, and comprehensive financial planning, and it also provides pension/retirement‑plan consulting, estate analysis, and select management consulting. The firm routinely advises on implementation options that can include insurance products and tax/accounting work through its affiliated accounting and insurance activities. The firm primarily operates on a non‑discretionary basis: advisers develop written investment policy statements and recommendations while clients retain final trading authority and custody stays with independent custodians; third‑party asset managers are used when discretionary management is appropriate. Engagements are offered under a range of compensation arrangements—hourly, fixed‑fee, or asset‑based—and the firm delivers periodic portfolio reviews and client reporting rather than unilateral trading authority. Noteworthy for a firm of this size, Capital Planning emphasizes pension consulting and ERISA‑related plan services, providing formal plan reviews, participant education, and implementation support under fee arrangements other than solely percentage‑of‑AUM billing. The firm’s combination of licensed insurance brokerage activity, affiliated accounting credentials (including CPA/PFS expertise), and involvement in captive‑insurance ventures creates an atypical service mix that may affect how recommendations are implemented and how potential conflicts are disclosed.
To learn more about the advisors currently working at Capital Planning Associates, Incorporated, 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 |
|---|---|---|
Marlton, NJ
| 38
| |
Marlton, NJ
| 24
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")