Advisor at Capital Planning Consultants, LLC
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.
Firm
Capital Planning Consultants, LLC
Location
Cromwell, CT 06416
Credentials
ChFC®, Series 63
Industry experience
39 years
Based on Capital Planning Consultants, LLC
Based on Capital Planning Consultants, LLC
$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $25,000 Fee-only: Investment advisory fees charged as percentage of assets under management; Financial planning fees range from $1,200 to $5,000 based on work involved.
110 Court Street, Suite 6
Cromwell, CT 06416
Connecticut
Capital Planning Consultants, LLC
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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