Capital Planning Group, LLC

Capital Planning Group, LLC (CRD# 118921) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $27,000,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $415,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Capital Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian S. Seaman
CRD#: 1820523
151 Kalmus Drive, Suite J-3, Costa Mesa, CA 92626
96
Wealthminder
score

Brian Seaman (CRD# 1820523) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 28 years of experience in the finance industry. Brian Seaman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer A. Zaat-Wright
CRD#: 1626788
151 Kalmus Drive, Suite J-3, Costa Mesa, CA 92626
96
Wealthminder
score

Jennifer Zaat-Wright (CRD# 1626788) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 25 years of experience in the finance industry. Jennifer Zaat-Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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