For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing investment management, wealth planning, and family legacy services. Our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth. Advice From the beginning, one of Capital Planning's guiding principles has been to deliver independent and unbiased advice to assist our clients as they navigate through significant life decisions that impact their wealth. Our clients rely on our experience and time-tested strategies to help guide them through major life events such as retirement, the sale of a business, or planning their family legacy. Experience Our advisors exemplify experience with an average of over 25 years of wealth management experience and an average tenure of 15 years with Capital Planning. This provides our clients with confidence in the commitment and stability of our advisory team. Independence We strongly believe that our structure as a fee-based registered investment advisory firm positions us to offer the best solutions to our clients. As an independently owned organization, we are not affiliated with any other financial institution. Our advisory team represents the interests of our clients through objective, independent investment and wealth planning advice.
View Top Employees from Capital Planning LLCWebsite | http://www.capplanllc.com |
Revenue | $5.1 million |
Employees | 29 (9 on RocketReach) |
Founded | 1983 |
Address | 10900 Northeast Fourth Street Suite 1030, Bellevue, Washington 98004, US |
Phone | (425) 643-1800 |
Fax | (425) 643-1216 |
Industry | Financial Services, Finance General, Finance |
Competitors | Life Values Financial, Mundi Financial, Pillar Wealth Management, Powell Wealth Planning, Yerba Buena Financial Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Capital Planning LLC employee's phone or email?
The Capital Planning LLC annual revenue was $5.1 million in 2024.
9 people are employed at Capital Planning LLC.
Capital Planning LLC is based in Bellevue, Washington.
The NAICS codes for Capital Planning LLC are [523, 52].
The SIC codes for Capital Planning LLC are [62, 628].