C
Capital Financial Planners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,000,000
Total clients
89
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
89
Average account size
$325,843
About
Capital Financial Planners, LLC provides financial planning and discretionary portfolio management for individuals and a limited number of institutional clients. The firm manages roughly $29 million across about 89 client accounts and offers written plans and advice covering tax, insurance, retirement and estate planning.
The firm follows a largely passive, asset-allocation-driven approach that emphasizes diversification, monitoring of asset-class exposure and holdings overlap, and the use of mutual funds, ETFs, stocks, bonds, government securities and options. Client accounts are reviewed regularly (monthly for managed accounts) and managed primarily on a discretionary basis, with model-portfolio oversight and periodic reviews of externally managed strategies.
Notable distinctions include the principal’s activity as a licensed insurance agent who sells non-variable insurance products and earns commissions—a relationship the brochure discloses as a potential conflict of interest. The firm also unusually advises and manages a small number of institutional clients (businesses, charities and small pension plans) and at times refers clients to outside managers for alternative investments, sharing a portion of those managers’ fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Fee options
Written financial plan fees range from $200 to $10,000 depending on complexity
0.25% to 2% annually (negotiable, based on size and complexity)
Up to $175/hour (negotiable)
Main office location
Capital Financial Planners, LLC
405 Lafayette Street
Youngsville LA 70592, United States
Number of offices
1
Most active in
Capital Financial Planners, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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