Capital Planning Consultants, LLC

Capital Planning Consultants, LLC (CRD# 126260) is a financial advisory firm headquartered in Cromwell, CT. They manage $29,601,081 in 213 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $138,972
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
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.

CT

Financial Advisors at Capital Planning Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James M. Davis
CRD#: 62198
110 Court Street, Suite 6, Cromwell, CT 06416
96
Wealthminder
score

James Davis (CRD# 62198) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 33 years of experience in the finance industry.

2
James Davis
CRD#: 1180468
110 Court Street, Suite 6, Cromwell, CT 06416
66
Wealthminder
score

James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 24 years of experience in the finance industry.

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