Capital Planning Advisors LLC
Capital Planning Advisors LLC (CRD# 170266) is a financial advisory firm headquartered in Roseville, CA. They manage $1,136,930,990 in 1,057 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management1,137MILLION
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Total Number of Accounts1,057ACCOUNTS
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Average Account Value$1,075,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, HI, NV, TX, WA
Terry Chiu (CRD# 6459635) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has 1 year of experience in the finance industry.
Lawrence Hansen (CRD# 2222839) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 31 years of experience in the finance industry.
Karin Le (CRD# 4863863) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 19 years of experience in the finance industry.
Jason Martin (CRD# 4567691) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 21 years of experience in the finance industry.
James McCarthy (CRD# 4874021) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 33 years of experience in the finance industry.
Michael Sollazzo (CRD# 6109698) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 11 years of experience in the finance industry.
Anthony Okun (CRD# 7610672) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has 1 year of experience in the finance industry.