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CAPASSO PLANNING PARTNERS LLC

635 East Bay Street
Suite C
Charleston, South Carolina 29403
Tel: 843-608-8487

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About CAPASSO PLANNING PARTNERS LLC

CAPASSO PLANNING PARTNERS LLC, formally registered with the SEC as CAPASSO PLANNING PARTNERS LLC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.

CAPASSO PLANNING PARTNERS LLC is a Charleston, South Carolina based Financial Planning firm with nearly $332,760,217 assets under management, offering retirement planning & investment advisory services to 1588 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#294673
SEC#801-120995
Assets Managed by Firm$332,760,217
No. of Clients1588
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1588$332,760,217
Individuals (other than high net worth individuals)573$115,571,208
High net worth individuals75$208,466,922
Charitable organizations1$72,416
Corporations or other businesses6$8,649,671

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