CAPITAL PLANNING ADVISORS LLC

1420 Rocky Ridge Drive
#140
Roseville, California 95661
Tel: 916-286-7650

About CAPITAL PLANNING ADVISORS LLC

CAPITAL PLANNING ADVISORS LLC, formally registered with the SEC as CAPITAL PLANNING ADVISORS LLC. The firm was established in 02/28/2014. They have over 2 offices throughout the country.

CAPITAL PLANNING ADVISORS LLC is a Roseville, California based Financial Planning firm with nearly $1,376,377,609 assets under management, offering retirement planning & investment advisory services to 1144 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170266
SEC#	801-79170
Assets Managed by Firm	$1,376,377,609
No. of Clients	1144
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1144	$1,376,377,609
Individuals (other than high net worth individuals)	161	$154,620,915
High net worth individuals	196	$861,926,899
Pension and profit sharing plans	46	$222,477,383
Charitable organizations	5	$26,592,873
Corporations or other businesses	6	$57,505,169

More Retirement Planning firms in Roseville, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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