Bellevue, WA Office
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Capital Planning, LLC
Team
Firm-wide stats for Capital Planning, LLC
About
Capital Planning, LLC provides wealth management, investment management, and financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses. The firm reports managing about $617.7 million across roughly 289 client relationships and typically requires a $1 million minimum for investment management engagements.
The firm structures advice around a four‑phase wealth planning process and a seven‑step investment workflow, and implements portfolios through CPC Models, custom models, third‑party independent managers, and Reporting Plus accounts. Capital Planning uses third‑party platforms (notably Envestnet) for reporting, trading, and overlay services and offers specialized strategies such as direct indexing (via a Goldman Sachs sub‑adviser), private fund recommendations, and variable annuity sub‑account management.
Compared with many team‑model firms, Capital Planning routinely offers educational seminars and webinars on topics like retirement planning, benefits, estate planning, and charitable giving, and provides a Reporting Plus service to consolidate “held‑away” assets for centralized monitoring. The brochure also discloses use of AI tools under an internal AI policy and detailed platform arrangements (Envestnet and Nationwide) and fee treatment for direct indexing and private funds—features prospective clients may want to review for their operational and cost implications.
Based on Capital Planning, LLC
Expertise
Based on Capital Planning, LLC
Location
10900 NE 4th Street, Suite 2300
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Michael M
CFP®, ChFC®, Series 63, Series 65
Bellevue, WA
Capital Planning, LLC
Michael Miller is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has worked at Capital Planning, LLC since 2014 and previously spent 12 years with Cetera Wealth Services, LLC. Miller is also licensed as a life and annuity insurance agent, a role he has held since 1983. Capital Planning, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses by providing wealth management, investment management, and financial planning services. The firm employs a structured approach to wealth planning and invests through a combination of proprietary models, third-party managers, and specialized strategies such as direct indexing and private fund recommendations.
Brenda L
ChFC®, Series 63, Series 65
Bellevue, WA
Capital Planning, LLC
Brenda Lee is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding the ChFC® designation and Series 63 and 65 licenses with 20 years of industry experience. She has been with Capital Planning in various capacities since 2006. Outside of her advisory work, she is a demonstrator for Stamp' Up, a craft business. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses a structured wealth planning and investment process, implementing portfolios through multiple models and third-party managers, and offers specialized strategies including direct indexing and private funds.
Christian M
Series 65
Bellevue, WA
Capital Planning, LLC
Christian Miller is a financial advisor at Capital Planning, LLC in Bellevue, WA, holding a Series 65 designation with two years of industry experience. His work history includes roles at Clear Conscience Sealants and Utah State University prior to joining Capital Planning. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm follows a structured wealth planning process and investment workflow, utilizing a mix of proprietary models, third-party managers, and specialized strategies such as direct indexing and private fund recommendations.
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