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).

By the Numbers
  • Total Assets Under Management
    1,137
    MILLION
  • Total Number of Accounts
    1,057
    ACCOUNTS
  • Average Account Value
    $1,075,621
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, HI, NV, TX, WA

Financial Advisors at Capital Planning Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jason T. Bell
CRD#: 2464546
1420 Rocky Ridge Drive, #140, Roseville, CA 95661
2
Terry K. Chiu
CRD#: 6459635
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

3
Lawrence A. Hansen
CRD#: 2222839
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

4
Karin T. Le
CRD#: 4863863
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

5
Jason W. Martin
CRD#: 4567691
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

6
James F. McCarthy
CRD#: 4874021
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

7
Michael A. Sollazzo
CRD#: 6109698
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

8
Anthony B. Okun
CRD#: 7610672
1420 Rocky Ridge Drive, #140, Roseville, CA 95661

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.

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