Cody Cashman is a registered investment advisor at Capital Assets Planning Incorporated, based in Falls Church, VA. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capital Assets Planning (CAP) provides investment management through a third-party manager. CAP does not directly manage investments. The third-party manager charges a fee based on the value of your account.
CAP offers two fee charts based on when you became a client:
Fee Chart #1 (For clients prior to May 1, 2024, with over $2,000,000 in investable assets):
Fee Chart #2 (All other individuals):
Location
Falls Church, VA
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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 →Employment History
Current Registrations
Capital Assets Planning Incorporated
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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.