Company Overview
- Headquarters
- 4647 Saucon Creek Rd, Suite 200, Center Valley PA
- Website
- capital-planning.com
- Phone
- (610) 871-3500
- Employees
- 15
- Founded in
- 1994
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Capital Planning Wealth Management
Capital Planning Wealth Management is a registered investment advisor based in Center Valley, Pennsylvania. The firm employs 15 people and generates over $10,000 in annual revenue. Capital Planning Wealth Management provides financial planning services to clients, including building financial foundations, protecting families, and planning for retirement. The firm offers these services on a fee basis through their partnership with LPL Financial. Capital Planning Advisors also provides investment advice through Private Advisor Group, another registered investment advisor separate from LPL Financial. Capital Planning Wealth Management operates under strict fiduciary standards and prioritizes providing valued research and investment recommendations. They emphasize service transparency and client focus, allowing clients to concentrate on enjoying life while they handle their financial needs. For more information, visit capital-planning.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |