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Capital Planning Group, LLC

Headquartered in COSTA MESA, CA

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Firm Information

Capital Planning Group, LLC is an independent financial advisory firm serving high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm offers financial planning, portfolio management for individuals, and educational seminars. They have a total of $63,101,600 in regulatory assets under management, with $55,361,300 of that being discretionary.

Capital Planning Group, LLC

$63.10M

Assets Under Management

4

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

Branch Locations (1)

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

COSTA MESA, CA

Advisors at Capital Planning Group, LLC

View All 1 Advisors
Unclaimed
Brian Stirling Seaman

CFP®, CFC®, RA

COSTA MESA, CA

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Disclosures

There are no public disclosures for Capital Planning Group, LLC.

Frequently Asked Questions (7)

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