Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$676,865,708
Total clients
372
56% high-net worth
Total advisors
8
of 13 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
47
Average account size
$1,819,531
Fixed fees range from $1,000 to $25,000 or more depending on complexity and scope; initial financial and consulting services billed 50% upon engagement and 50% upon completion; annual and investment allocation consulting billed quarterly in arrears.
$0 - $1,000,000: 1.33% (Wealth Management Services CPC Models) $1,000,000 - $5,000,000: 1.08% (Wealth Management Services CPC Models) $5,000,000+: 0.65% (Wealth Management Services CPC Models) $0 - $1,000,000: 1.25% (Wealth Management Services Third Party Models) $1,000,000 - $5,000,000: 1.00% (Wealth Management Services Third Party Models) $5,000,000+: 0.59% (Wealth Management Services Third Party Models) $0 - $1,000,000: 1.08% (Investment Management Services CPC Models) $1,000,000 - $5,000,000: 0.93% (Investment Management Services CPC Models) $5,000,000+: 0.635% (Investment Management Services CPC Models) $0 - $1,000,000: 1.00% (Investment Management Services Third Party Models) $1,000,000 - $5,000,000: 0.85% (Investment Management Services Third Party Models) $5,000,000+: 0.575% (Investment Management Services Third Party Models)
Hourly fees range from $100 to $700 per hour depending on complexity and scope.
Fee-only: Fixed fees from $1,000 to $25,000 or more depending on complexity and scope; hourly fees from $100 to $700 per hour.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Capital Planning, LLC
10900 Ne 4 Th Street, Suite 2300
Bellevue WA 98004, United States
Number of offices
6
CFP®, Series 63, Series 65
Palm Coast, FL
Capital Planning, LLC
CFP®, ChFC®, Series 63, Series 65
Hunts Point, WA
Capital Planning, LLC
ChFC®, Series 63, Series 65
Issaquah, WA
Capital Planning, LLC
Series 65
Marysville, WA
Capital Planning, LLC
Series 65
Kirkland, WA
Capital Planning, LLC
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