Capital Retirement Planning, LLC

Capital Retirement Planning, LLC (CRD# 145156) is a financial advisory firm headquartered in Round Rock, TX. They manage $34,016,981 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
505 E Palm Valley Blvd., Suite 200, Round Rock, TX 78664
http://www.capitalretirementplan.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $236,229
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
The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Capital Retirement Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Victor Boltniew, financial advisor Cleveland TN
Victor G. Boltniew
CRD#: 5426117
1510 Stuart Rd., Suite 204c, Cleveland, TN 37312

Victor Boltniew (CRD# 5426117) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Cleveland, TN and has over 16 years of experience in the finance industry.

2
Danny Holder, financial advisor Round Rock TX
Danny L. Holder
CRD#: 709575
505 E Palm Valley Blvd., Suite 200, Round Rock, TX 78664

Danny Holder (CRD# 709575) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Round Rock, TX and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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