Capital Planning Consultants, LLC
Capital Planning Consultants, LLC (CRD# 126260) is a financial advisory firm headquartered in Cromwell, CT. They manage $32,025,545 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Planning Consultants, LLC
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$222,400
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Capital Planning Consultants, LLC
1
James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.