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).
Total Assets Under Management3MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$428,571
- 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
- Pension consulting services
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.