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).

Current Firm Details
1420 Rocky Ridge Drive, #140, Roseville, CA 95661
https://www.facebook.com/capitalplanningadvisors
By the Numbers
  • Total Assets Under Management
    986
    MILLION
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $989,629
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, NV, TX, WA

Financial Advisors at Capital Planning Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jason Bell, financial advisor Roseville CA
Jason T. Bell
CRD#: 2464546
1420 Rocky Ridge Drive, #140, Roseville, CA 95661
2
Terry Chiu, financial advisor Roseville CA
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. 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.

3
Lawrence Hansen, financial advisor Roseville CA
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 30 years of experience in the finance industry.

4
Karin Le, financial advisor Roseville CA
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 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.

5
James McCarthy, financial advisor Roseville CA
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 32 years of experience in the finance industry.

6
Michael Sollazzo, financial advisor Roseville CA
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 10 years of experience in the finance industry.

7
Anthony Okun, financial advisor Roseville CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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