Capital Planning, LLC

Capital Planning, LLC (CRD# 169470) is a financial advisory firm headquartered in Bellevue, WA. They manage $549,366,088 in 1,370 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004
https://www.linkedin.com/company/capital-planning-llc/
By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,370
    ACCOUNTS
  • Average Account Value
    $400,997
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NH, TX, WA

Financial Advisors at Capital Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David Dunn, financial advisor Bellevue WA
David L. Dunn
CRD#: 1858090
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

David Dunn (CRD# 1858090) is an Investment Advisor Representative working at Capital Planning, LLC in Bellevue, WA and has over 35 years of experience in the finance industry.

2
Courtney Hanrahan, financial advisor Bellevue WA
Courtney O. Hanrahan
CRD#: 5470220
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Courtney Hanrahan (CRD# 5470220) is an Investment Advisor Representative working at Capital Planning, LLC in Bellevue, WA and has over 13 years of experience in the finance industry.

3
James Kelley, financial advisor Palm Coast FL
James E. Kelley
CRD#: 1348439
Palm Coast, FL

James Kelley (CRD# 1348439) is an Investment Advisor Representative working at Capital Planning, LLC in Palm Coast, FL and has over 39 years of experience in the finance industry.

4
Brenda Lee, financial advisor Bellevue WA
Brenda J. Lee
CRD#: 2280754
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Brenda Lee (CRD# 2280754) is an Investment Advisor Representative working at Capital Planning, LLC in Bellevue, WA and has over 27 years of experience in the finance industry.

5
Michael Miller, financial advisor Bellevue WA
Michael D. Miller
CRD#: 735841
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Michael Miller (CRD# 735841) is an Investment Advisor Representative working at Capital Planning, LLC in Bellevue, WA and has over 41 years of experience in the finance industry.

6
Christian Miller, financial advisor Bellevue WA
Christian M. Miller
CRD#: 7732566
10900 Ne 4th Street, Suite 2300, Bellevue, WA 98004

Christian Miller (CRD# 7732566) is an Investment Advisor Representative working at Capital Planning, LLC in Bellevue, WA and has 1 year 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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