Capital Planning LLC

Capital Planning LLC (CRD# 169470) is a financial advisory firm headquartered in Bellevue, WA. They manage $365,156,700 in 1,919 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    1,919
    ACCOUNTS
  • Average Account Value
    $190,285
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)
  • 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.

AZ, CA, FL, ID, TX, WA

Financial Advisors at Capital Planning LLC
Showing 1 - 8 of 8 top financial advisors.
1
David L. Dunn
CRD#: 1858090
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
96
Wealthminder
score

David Dunn (CRD# 1858090) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 28 years of experience in the finance industry. David Dunn 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
Stephen P. Emanuels
CRD#: 3143866
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
96
Wealthminder
score

Stephen Emanuels (CRD# 3143866) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 18 years of experience in the finance industry. Stephen Emanuels 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.

3
Courtney O. Hanrahan
CRD#: 5470220
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
96
Wealthminder
score

Courtney Hanrahan (CRD# 5470220) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 5 years of experience in the finance industry. Courtney Hanrahan 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.

4
James E. Kelley
CRD#: 1348439
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
96
Wealthminder
score

James Kelley (CRD# 1348439) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 31 years of experience in the finance industry. James Kelley 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.

5
Michael D. Miller
CRD#: 735841
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
96
Wealthminder
score

Michael Miller (CRD# 735841) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 33 years of experience in the finance industry. Michael Miller 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.

6
Becky S. Law
CRD#: 2963564
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
93
Wealthminder
score

Becky Law (CRD# 2963564) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 19 years of experience in the finance industry.

7
Brenda J. Lee
CRD#: 2280754
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
93
Wealthminder
score

Brenda Lee (CRD# 2280754) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 19 years of experience in the finance industry.

8
John M. Quigley
CRD#: 2556424
10900 Ne 4th Street, Suite 1030, Bellevue, WA 98004
86
Wealthminder
score

John Quigley (CRD# 2556424) is an Investment Advisor Representative working at Capital Planning LLC in Bellevue, WA and has over 21 years of experience in the finance industry. John Quigley 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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