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Capital Planning Wealth Management

Headquartered in CENTER VALLEY, PA

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Firm Information

Capital Planning Wealth Management is a financial advisory firm with a focus on financial planning. The firm has 6 licensed agents, 6 investment adviser representatives, and 8 registered representatives. They offer a range of services to individuals, including financial planning, and have a presence on social media platforms like Facebook, Twitter, and LinkedIn.

Capital Planning Wealth Management

Not reported

Assets Under Management

Not reported

Total Clients

6

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.

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.

Branch Locations (4)

CAPITAL PLANNING WEALTH MANAGEMENT has a total of 4 branch locations across the country.
location

Estero, FL

location

CENTER VALLEY, PA

location

Gilmanton Iron Works, NH

location

MORRISTOWN, NJ

Advisors at Capital Planning Wealth Management

View All 6 Advisors
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Jonathan Lloyd Carpenter

RA

CENTER VALLEY, PA

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Deborah Lee Peters

RA

CENTER VALLEY, PA

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John Jerry Strasburger

CFP®, RA

Center Valley, PA

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John William Sullivan

CFC®, RA

CENTER VALLEY, PA

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David Scott Bahnick

CFC®, RA

CENTER VALLEY, PA

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Unclaimed
Ann Sheerin Brinckman

CFP®, RA

CENTER VALLEY, PA

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Disclosures

There are no public disclosures for Capital Planning Wealth Management.

Frequently Asked Questions (7)

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