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Capital Assets Planning Incorporated

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Client assets under management

$0

Clients

45

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$0

About

Capital Assets Planning, Inc. provides financial planning and advisory services to individual and high‑net‑worth clients, offering written financial plans, ongoing advisory agreements, and referrals to third‑party investment managers. Its planning services cover cash‑flow, retirement, tax, insurance and estate considerations and may be delivered via fixed fees, hourly charges, or ongoing advisory arrangements.

The firm uses client interviews and a documented risk‑tolerance questionnaire to tailor recommendations and may recommend both passive and active investment strategies or model allocations. Investment implementation is typically handled by third‑party managers (notably SEI Private Trust Company under a sub‑advisor arrangement) rather than through discretionary authority exercised by CAP.

Distinctive features disclosed in the brochure include that two principals are registered representatives of LPL and may accept commission‑based compensation for certain securities, a practice the firm documents as a potential conflict of interest. CAP also reports no assets under its direct management and states it does not exercise investment discretion over client accounts, and it maintains a stated $2 million investable‑asset threshold for new advisory clients (waivable at the firm’s discretion).

Client services

Financial planning Selection of other advisers

Expertise

General retirement planning Income planning Annuities

Fee options

Fixed

Fixed financial planning fees ranging from $1,000 to $30,000

Percentage

$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

Commissions on sales of securities through LPL Financial, including transactional sales charges and trail commissions on mutual funds and variable annuities

Project-based

Hourly financial planning fees ranging from $200 to $400 per hour

Other

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

Main office location

Capital Assets Planning Incorporated

Falls Church VA, United States

Number of offices

2

Most active in

More info

Maryland · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 703-204-9410

Advisors at this firm

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user avatar

Natasha C

CFP®, Series 63, Series 65

Arlington, VA

Capital Assets Planning Incorporated

Natasha Cashman is a CFP® professional with nine years of experience in financial advising. She is the principal of Capital Assets Planning Incorporated, an independent firm she has led since 2019. Her prior experience includes roles at LPL Financial LLC, Grove Point Investments, LLC, and D'Orazio & Associates, Inc. Capital Assets Planning, Inc. serves individual and high-net-worth clients by providing financial planning and advisory services through one-time or ongoing agreements. The firm offers written financial plans, implementation assistance, and refers clients to third-party managers who handle portfolio management using both passive and active investment strategies.

General retirement planning Income planning Annuities
user avatar

Cody C

Series 66

Falls Church, VA

Capital Assets Planning Incorporated

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.

General retirement planning Income planning Annuities
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