Plan To Invest Capital Management, Inc.

Plan To Invest Capital Management, Inc. (CRD# 153726) is a financial advisory firm headquartered in Centennial, CO. They manage $28,685,336 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $108,657
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)
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.

CO

Financial Advisors at Plan To Invest Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mona W. Goodyear
CRD#: 2703431
2305 E Arapahoe Rd Suite 201, Centennial, CO 80122
93
Wealthminder
score

Mona Goodyear (CRD# 2703431) is an Investment Advisor Representative working at Plan To Invest Capital Management, Inc. in Centennial, CO and has over 6 years of experience in the finance industry.

2
John C. Panter
CRD#: 2857712
2305 E Arapahoe Rd Suite 201, Centennial, CO 80122
73
Wealthminder
score

John Panter (CRD# 2857712) is an Investment Advisor Representative working at Plan To Invest Capital Management, Inc. in Centennial, CO and has over 16 years of experience in the finance industry.

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