Jonathan Carpenter
Jonathan Carpenter is a registered investment advisor at Capital Planning Wealth Management, based in Center Valley, PA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning & Consulting - Fixed fees range from $250-$10,000 depending on the size and complexity of your financial situation. You'll pay half upfront and the other half upon delivery of the plan or completion of the service.
- Hourly Consulting - $300 per hour.
Location
4505 Saucon Creek Rd., Suite 100, Center Valley, PA, 18034
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including Capital Planning Wealth Management, Private Advisor Group, and Capital Planning Services Corp, dedicating a significant amount of time to these investment-related roles. He also works with LTCi Partners, Silvercrest Insurance, and One Resource Group, and sells Medicare Supplement Plans, indicating involvement in insurance products.
Employment History
Current Registrations
Capital Planning Wealth Management
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.