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Brian Stirling Seaman

Capital Planning Group, LLC

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About Brian Stirling Seaman

Brian Stirling Seaman is a financial advisor with over 30 years of experience in the industry. Brian is a registered investment advisor and has worked with Capital Planning Group, LLC since 2000. Brian's expertise includes investment advisory services, financial planning, and educational seminars. Brian Stirling Seaman is also a Certified Financial Planner and a Chartered Financial Consultant. Brian has a strong commitment to providing clients with personalized financial advice and guidance.

Firm Information

Brian Seaman is currently registered with Capital Planning Group, LLC. 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.

$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.

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Brian Seaman’s Registration & Firm History

CA

09/29/2003 - Present

Capital Planning Group, LLC (COSTA MESA CA)

CA

03/14/2006 - 12/31/2008

NEXT FINANCIAL GROUP, INC. (IRVINE CA)

CA

05/10/1993 - 03/10/2006

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (IRVINE CA)

MA

04/20/1988 - 05/05/1993

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

IA

Issued 12/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Stirling Seaman.
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