Capital Planning Group, LLC
Capital Planning Group, LLC (CRD# 118921) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $63,101,600 in 394 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$160,156
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Capital Planning Group, LLC
1
Brian Seaman (CRD# 1820523) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 35 years of experience in the finance industry.
2
Jennifer Zaat-Wright (CRD# 1626788) is an Investment Advisor Representative working at Capital Planning Group, LLC in Costa Mesa, CA and has over 33 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.