Capital Retirement Planning, LLC

Capital Retirement Planning, LLC (CRD# 145156) is a financial advisory firm headquartered in Round Rock, TX. They manage $26,072,047 in 185 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $140,930
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
  • 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.

TN, TX, VA

Financial Advisors at Capital Retirement Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Danny L. Holder
CRD#: 709575
505 E Palm Valley Blvd., Suite 200, Round Rock, TX 78664
96
Wealthminder
score

Danny Holder (CRD# 709575) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Round Rock, TX and has over 10 years of experience in the finance industry. Danny Holder 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
Kevin D. Alexander
CRD#: 3081345
90 College Street, Suite E, Christiansburg, VA 24073
93
Wealthminder
score

Kevin Alexander (CRD# 3081345) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Christiansburg, VA and has over 19 years of experience in the finance industry.

3
Victor G. Boltniew
CRD#: 5426117
2043 N Ocoee St., Cleveland, TN 37311
93
Wealthminder
score

Victor Boltniew (CRD# 5426117) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Cleveland, TN and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.