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).
Total Assets Under Management36MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$194,404
- 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
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.