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).
Total Assets Under Management25MILLION
Total Number of Accounts117ACCOUNTS
Average Account Value$215,764
- 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
- Selection of other advisers (including private fund managers)
Patricia Garman (CRD# 2219961) is an Investment Advisor Representative working at Capital Planning & Investments in Fairfax, VA and has over 26 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.