Capital Planning & Investments

Capital Planning & Investments (CRD# 116363) is a financial advisory firm headquartered in Fairfax, VA. They manage $25,244,388 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $215,764
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

VA

Financial Advisors at Capital Planning & Investments
Showing 1 - 2 of 2 top financial advisors.
1
Patricia J. Garman
CRD#: 2219961
4084 University Drive, Suite 204, Fairfax, VA 22030
96
Wealthminder
score

Patricia Garman (CRD# 2219961) is an Investment Advisor Representative working at Capital Planning & Investments in Fairfax, VA and has over 25 years of experience in the finance industry. Patricia Garman 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.

2
Michael H. Torrey
CRD#: 3153660
4084 University Drive, Suite 204, Fairfax, VA 22030
96
Wealthminder
score

Michael Torrey (CRD# 3153660) is an Investment Advisor Representative working at Capital Planning & Investments in Fairfax, VA and has over 18 years of experience in the finance industry. Michael Torrey 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.

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