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

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

Capital Planning, LLC provides wealth management, investment management, financial planning, and consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The SEC‑registered adviser manages roughly $618 million for about 289 clients and operates six offices while delivering both discretionary portfolio management and standalone planning or consulting engagements. The firm employs an integrated planning framework that combines a four‑phase wealth process with a seven‑step investment process; an Investment Policy Committee oversees CPC Models, custom models, and the selection/monitoring of third‑party managers on platforms such as Envestnet. Portfolios may include mutual funds, ETFs, individual securities, REITs, alternative and private funds (including exchange funds), and variable annuity sub‑accounts, with ongoing rebalancing, performance reporting, and documented cybersecurity and AI governance controls. Notable differences from many peers include the firm’s multi‑office structure (six offices, which is uncommon for team firms) and a formal program of educational seminars and webinars offered to sponsoring groups and the public. The brochure also highlights consolidated reporting services for held‑away assets (Reporting Plus/Reporting Only), access to variable annuity model management, and a stated $1 million minimum account size with room for model customization and private fund allocations, features that may be less typical among similarly sized team advisors.

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