John Strasburger
John Strasburger is a CFP-designated registered investment advisor at Capital Planning Wealth Management, based in Center Valley, PA, with 3 years of industry experience. John 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
John operates under the DBA Capital Planning Wealth Management for his LPL business since 2022. He also provides investment advisory services through Private Advisor Group, dedicating nearly full-time hours to this activity, and is a licensed insurance agent. Additionally, John works as a musician, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Capital Planning Wealth Management
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations11 states
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