Advisor at Capital Assets Planning Incorporated
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Falls Church, VA
Credentials
Series 66
Industry experience
< 1 year
Cody Cashman is a financial advisor at Capital Assets Planning Incorporated in Falls Church, VA. He holds a Series 66 designation and has prior experience as Commissioner of the Revenue for the City of Falls Church. His background also includes roles in construction and higher education. Capital Assets Planning, Inc. serves individual and high-net-worth clients with financial planning and advisory services, providing written plans and implementation assistance. The firm uses third-party investment managers for portfolio management, employing both passive and active strategies tailored to client goals and risk tolerance.
Based on Capital Assets Planning Incorporated
Based on Capital Assets Planning Incorporated
Fixed financial planning fees ranging from $1,000 to $30,000
$250,000 - $750,000: 0.70% $750,000 - $1,500,000: 0.65% $1,500,000 - $3,000,000: 0.60% $3,000,000 - $4,000,000: 0.50% $4,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Commissions on sales of securities through LPL Financial, including transactional sales charges and trail commissions on mutual funds and variable annuities
Hourly financial planning fees ranging from $200 to $400 per hour
Account minimum: $2,000,000 Fee-only: Fixed financial planning fees ranging from $1,000 to $30,000; Hourly fees ranging from $200 to $400 per hour; Ongoing advisory fees based on tiered percentage of assets under advisement
Falls Church, VA
Virginia
Capital Assets Planning
2026 - Present (1 year)
lpl financial
2026 - Present (1 year)
Capital Assets Planning
2025 - 2026 (1 year)
lpl financial
2025 - 2026 (1 year)
Commissioner of the Revenue, City of Falls Church
2021 - 2025 (4 years)
DFS Construction
2017 - 2021 (4 years)
Thompson Gray Inc.
2016 - 2017 (1 year)
Virginia Polytechnic Institute And State University
2013 - 2016 (3 years)
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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