CPC Financial Planning, Inc

Overview

CPC Financial Planning, Inc. is organized as a corporation under individual ownership and positions itself as a fee-for-service financial planning practice. The firm provides financial planning services while also operating as a registered representative of a broker-dealer and as an insurance broker. Its client-facing fees are charged on hourly and fixed-fee bases rather than on an asset-based advisory fee schedule. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not a multi-state or newly formed adviser. Industry affiliations include accounting-related relationships.

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