Capital Planning Group, LLC

Capital Planning Group, LLC (CRD# 118921) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $63,101,600 in 394 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
151 Kalmus Drive, Suite C145, Costa Mesa, CA 92626
http://www.capitalplanninggroupllc.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $160,156
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

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

Brian Seaman (CRD# 1820523) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry.

2
Jennifer Zaat-Wright, financial advisor Costa Mesa CA
Jennifer A. Zaat-Wright
CRD#: 1626788
151 Kalmus Drive, Suite C145, Costa Mesa, CA 92626

Jennifer Zaat-Wright (CRD# 1626788) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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