Capital Wealth Planning Services

Capital Wealth Planning Services (CRD# 282475) is a financial advisory firm headquartered in Portland, ME. They manage $10,193,780 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $328,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

ME

Financial Advisors at Capital Wealth Planning Services
Showing 1 - 2 of 2 top financial advisors.
1
William R. Rice
CRD#: 1732907
938 Forest Avenue, Portland, ME 04103
96
Wealthminder
score

William Rice (CRD# 1732907) is an Investment Advisor Representative working at Capital Wealth Planning Services in Portland, ME and has over 25 years of experience in the finance industry. William Rice 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
Paul M. Suyama
CRD#: 1580962
938 Forest Avenue, Portland, ME 04103
93
Wealthminder
score

Paul Suyama (CRD# 1580962) is an Investment Advisor Representative working at Capital Wealth Planning Services in Portland, ME and has over 27 years of experience in the finance industry.

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