A complete list of active advisors currently associated with Capital Planning Consultants, LLC

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

Capital Planning Consultants, LLC is a small, state-registered independent investment adviser managing about $37 million for roughly 54 clients, including individuals, trusts, estates and business entities. The firm provides investment supervisory services (portfolio management) alongside comprehensive financial planning, beginning with a no‑charge initial consultation and a client questionnaire to gather financial information. The firm’s investment practice emphasizes fundamental analysis and long‑term purchases and evaluates client holdings to ensure they align with stated objectives and cash‑flow needs. All portfolio activity is handled on a non‑discretionary basis in the sense that the firm obtains client verbal approval for recommended transactions and then written authorization before implementation, leaving final trading decisions with the client. Distinctive features include its primarily non‑discretionary model—CPC manages all client assets without investment discretion, an arrangement that is uncommon among independent peers—and a long operating history dating to 1985. The firm operates as a fee‑only, single‑advisor practice, does not aggregate or block client trades, and leaves proxy voting and final execution authority with clients while providing written financial plans and periodic portfolio reviews.

To learn more about the advisors currently working at Capital Planning Consultants, 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.