A complete list of active advisors currently associated with Capital Wealth Planners, LLC
Warmer can help you find a great advisor at Capital Wealth Planners, LLC or one who fits your needs even better.
Capital Wealth Planners, LLC serves individual investors as well as employer-sponsored retirement plans, trusts, estates and charitable organizations. The firm provides model portfolio management, standalone financial planning and consulting, and retirement plan consulting, including plan creation and participant education. Portfolios are managed primarily on a non-discretionary basis using model asset-allocation portfolios that the firm implements through selected third‑party money managers; the firm conducts initial due diligence on those managers and performs ongoing reviews while contacting clients at least annually to reassess suitability. Investment work blends asset-allocation, mutual fund and ETF selection, and both fundamental and technical analysis, with clients able to place reasonable investment restrictions on their accounts. Notable distinctions include the firm’s active work with pension and profit‑sharing plans and the provision of ERISA‑compliant retirement plan consulting, which are less common among similarly sized independent advisers. The principal holds an active life/health insurance license and may receive renewal commissions on legacy policies, and the firm offers business-oriented planning services (such as corporate-structure and cost-segregation analysis) while relying on custodial platforms and third‑party managers that deliver separately billed services.
To learn more about the advisors currently working at Capital Wealth Planners, 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 |
|---|---|---|
Folsom, CA
| 12
|
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