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 35 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 14 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 38 years of experience in the finance industry.

4
Ann S. Brinckman
CRD#: 6241283
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
93
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. Ann Brinckman 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
Jonathan L. Carpenter
CRD#: 6244728
4647 Saucon Creek Road, Suite 200, Center Valley, PA 18034
90
Wealthminder
score

Jonathan Carpenter (CRD# 6244728) 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.

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