Capital Planning Consultants, LLC

Capital Planning Consultants, LLC (CRD# 126260) is a financial advisory firm headquartered in Cromwell, CT. They manage $35,576,000 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

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
  • 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.


Financial Advisors at Capital Planning Consultants, LLC
Showing 1 - 1 of 1 top financial advisors.
James Davis
CRD#: 1180468
110 Court Street, Suite 6, Cromwell, CT 06416

James Davis (CRD# 1180468) is an Investment Advisor Representative working at Capital Planning Consultants, LLC in Cromwell, CT and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.