Capital Planning Advisors LLC

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Client assets under management

$1,088,464,564

Clients

371

54% high-net worth

Advisors

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

186

Very High

Average account size

$2,933,867

About

Capital Planning Advisors, LLC provides comprehensive portfolio management, financial planning, and retirement plan management and consulting to individuals (including high net worth clients) and institutional clients such as employer-sponsored retirement plans. The firm manages roughly $1.5 billion in discretionary assets and delivers advice through investment policy statements, regular portfolio reviews, and ongoing account management.

The firm constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds, and alternative investments (including REITs, BDCs, private funds and, where appropriate, cryptocurrency products), with tax considerations and client risk tolerance emphasized; accounts are reviewed at least quarterly. Capital Planning also utilizes third‑party sub‑advisors and third‑party manager arrangements, provides ERISA fiduciary (3(21)/3(38)) services to plan sponsors, and may rebalance or trade accounts on a discretionary basis.

Capital Planning is owned by BlueSpring Wealth Partners, LLC, a principal owner of multiple RIAs, and discloses that some representatives are dually registered with affiliated firms such as Bedell Frazier Investment Counselling, reflecting closer adviser-to-adviser affiliations than is typical for peers. The firm operates a wholly owned insurance subsidiary, Capital Independent Insurance Services, and some advisors hold insurance licenses; its brochure also discloses potential conflicts such as recommending IRA rollovers from qualified plans.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Fee options

Fixed

Flat fees may be charged for Retirement Plan Management and Consulting; minimum fee $7,500 (negotiable)

Project-based

Up to $500/hour for financial planning and consulting; $200/hour for financial advisors and $500/hour for senior financial advisors for Retirement Plan Management and Consulting

Other

Account minimum: $500,000 Minimum fee: Minimum fee of $2,500 for written financial plans; minimum fee of $7,500 for Retirement Plan Management and Consulting (negotiable) Fee-only: Hourly fees up to $500/hour for financial planning and consulting; Retirement Plan Management consulting fees $200/hour for financial advisors and $500/hour for senior financial advisors

Main office location

Capital Planning Advisors LLC

1420 Rocky Ridge Drive, #140

Roseville CA 95661, United States

Number of offices

Most active in

California · Florida · Hawaii · Nevada · Texas · Washington

Disclosures

Business activities & affiliations

Is 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.

Trust company

They provide trust and estate administration services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 916-286-7650

Advisors at this firm

Michael S

Series 63, Series 65

Roseville, CA

Capital Planning Advisors LLC

Michael Sollazzo is a financial advisor at Capital Planning Advisors LLC in Roseville, CA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Planning Advisors since 2014. Outside of his advisory role, he is a partner and wealth management counsel at Capital Independent Insurance Services, where he provides business and individual clients with insurance protection plans. Capital Planning Advisors, LLC offers portfolio management, financial planning, and retirement plan consulting to individuals, institutions, trusts, pension plans, and business entities. The firm utilizes individualized investment strategies with diversified portfolios and incorporates tax considerations in security selection, managing over $1.3 billion on a discretionary basis.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Jason B

CFA®, Series 63, Series 65

Roseville, CA

Capital Planning Advisors LLC

Jason Bell is a CFA® charterholder with nine years of industry experience. He has worked at Capital Planning Advisors LLC since 2018 and previously spent eleven years at Wells Fargo Bank. He serves as a board member and Finance & Investment Committee Chair for The James B. McClatchy Foundation. Capital Planning Advisors LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, institutional clients, trusts, pension plans, and business entities. The firm offers customized investment advice with diversified portfolios and incorporates tax considerations in security selection.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

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