Capital Planning Associates, Incorporated

Capital Planning Associates, Incorporated (CRD# 128863) is a financial advisory firm headquartered in Marlton, NJ. They manage $3,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
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.


Financial Advisors at Capital Planning Associates, Incorporated
Showing 1 - 1 of 1 top financial advisors.
John R. Capasso
CRD#: 1700026
750 Route 73 South, Suite 105b, Marlton, NJ 08053

John Capasso (CRD# 1700026) is an Investment Advisor Representative working at Capital Planning Associates, Incorporated in Marlton, NJ and has over 30 years of experience in the finance industry.

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