A complete list of active advisors currently associated with Capital Planning Group, LLC
Warmer can help you find a great advisor at Capital Planning Group, LLC or one who fits your needs even better.
Capital Planning Group, LLC is a small independent registered investment adviser that manages accounts for a limited number of clients, primarily individuals but also trusts, estates, charitable organizations, corporations and qualified retirement plans. The firm provides discretionary asset management, comprehensive financial planning, and project‑specific advice that can include investment and insurance recommendations. Advisors gather client financial information, assess objectives and risk tolerance, then propose and monitor asset allocation plans with periodic rebalancing and reviews; they use public research and may consult the broker‑dealer’s due diligence staff when evaluating products. The firm also recommends third‑party investment managers to clients, provides modular or comprehensive planning engagements, and occasionally offers educational seminars. What distinguishes the firm from many peers is that its advisors are also registered representatives of a broker‑dealer and the firm operates an insurance agency, so advisors may receive commissions on securities and insurance products and the principal reports devoting roughly 20% of time to insurance activities and 70% to advisory work. The firm is affiliated with another registered investment adviser and serves pension/profit‑sharing and other qualified plan clients, and it may receive a portion of advisory fees when referring clients to third‑party managers.
To learn more about the advisors currently working at Capital Planning Group, 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 |
|---|---|---|
Costa Mesa, CA
| 38
|
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