CAPITAL PLANNING CONSULTANTS, LLC

Overview

Capital Planning Consultants, LLC operates as an independent registered investment adviser structured as an LLC and focused on individual and family clients. The firm’s practice centers on financial planning and portfolio management for individuals and small businesses, delivering advice under a mix of fee models (percentage of AUM, hourly, and fixed fees). Its books are primarily non‑discretionary: the firm provides recommendations and planning while clients retain final trading authority. Investment activity is concentrated in public funds and mutual funds as the core sleeve of client portfolios, with meaningful supplemental exposure to alternative energy and commodity plays. The firm does not identify as an active ESG investor and maintains a single-custodian operating model, which supports a relatively straightforward advisory workflow and reporting structure.

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Location & Offices