Capital Planning Advisors LLC
Capital Planning Advisors LLC (CRD# 170266) is a financial advisory firm headquartered in Roseville, CA. They manage $985,670,168 in 996 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management986MILLION
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Total Number of Accounts996ACCOUNTS
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Average Account Value$989,629
- 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, 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. Terry Chiu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 18 years of experience in the finance industry. Karin Le has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 10 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.