Capital Wealth Planners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,568,000
This total excludes 23 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
42
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$965,905
About
Capital Wealth Planners, LLC serves individual investors as well as employer-sponsored retirement plans, trusts, estates and charitable organizations. The firm provides model portfolio management, standalone financial planning and consulting, and retirement plan consulting, including plan creation and participant education.
Portfolios are managed primarily on a non-discretionary basis using model asset-allocation portfolios that the firm implements through selected third‑party money managers; the firm conducts initial due diligence on those managers and performs ongoing reviews while contacting clients at least annually to reassess suitability. Investment work blends asset-allocation, mutual fund and ETF selection, and both fundamental and technical analysis, with clients able to place reasonable investment restrictions on their accounts.
Notable distinctions include the firm’s active work with pension and profit‑sharing plans and the provision of ERISA‑compliant retirement plan consulting, which are less common among similarly sized independent advisers. The principal holds an active life/health insurance license and may receive renewal commissions on legacy policies, and the firm offers business-oriented planning services (such as corporate-structure and cost-segregation analysis) while relying on custodial platforms and third‑party managers that deliver separately billed services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Flat fee for financial planning generally ranging from $5,000 to $20,000; flat fee of $1,500 for retirement plan creation services
$0 - $499,999.99: 1.25% $500,000 - $1,499,999.99: 1.00% $1,500,000+: 0.60%
Hourly fees up to $350/hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: $5,000 minimum fee for written financial plans Fee-only: Financial planning & consulting fees charged on hourly or flat fee basis; hourly fees up to $350/hour; flat fees generally $5,000 to $20,000
Main office location
Capital Wealth Planners, LLC
101 Parkshore Drive, Suite 100
Folsom CA 95630, United States
Number of offices
1
Most active in
Capital Wealth Planners, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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
Quick links
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