Capital Planning Wealth Management

Capital Planning Wealth Management (CRD# 144212) is a financial advisory firm headquartered in Center Valley, PA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

PA

Financial Advisors at Capital Planning Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
David S. Bahnick
CRD#: 1060885
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
96
Wealthminder
score

David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 34 years of experience in the finance industry.

2
Deborah L. Peters
CRD#: 4741190
4647 Saucon Creek Rd, Ste 200, Center Valley, PA 18034
96
Wealthminder
score

Deborah Peters (CRD# 4741190) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 13 years of experience in the finance industry.

3
John W. Sullivan
CRD#: 704477
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
96
Wealthminder
score

John Sullivan (CRD# 704477) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 37 years of experience in the finance industry.

4
Ann S. Brinckman
CRD#: 6241283
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
89
Wealthminder
score

Ann Brinckman (CRD# 6241283) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 4 years of experience in the finance industry.

5
Jonathan L. Carpenter
CRD#: 6244728
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
89
Wealthminder
score

Jonathan Carpenter (CRD# 6244728) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.