Capital Planning Wealth Management offers financial planning and consulting services tailored to a client's financial situation, tax status, risk profile, and goals. These services include tax planning, retirement planning, and estate planning. The firm gathers financial data to analyze liabilities, cash flow, net worth, and tax assessments, and also evaluates insurance coverage and needs.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$250 - $10,000
Hourly Rate:$300/hr
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