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Capital B Financial Planning, LLC

Headquartered in SANTA BARBARA, CA

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Firm Information

Capital B Financial Planning, LLC is a financial planning firm with 1 investment adviser representative. The firm manages approximately $658,520 in assets for 7 clients, primarily individuals other than high-net-worth clients. They offer financial planning and portfolio management services for individuals.

Capital B Financial Planning, LLC

$658,520

Assets Under Management

2

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITAL B FINANCIAL PLANNING, LLC has a total of 1 branch locations across the country.
location

SANTA BARBARA, CA

Advisors at Capital B Financial Planning, LLC

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Stacy Ann Borek

CFP®, RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Capital B Financial Planning, LLC.

Frequently Asked Questions (5)

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