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 33 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 12 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 36 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 3 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 2 years of experience in the finance industry.

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