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CAPITAL PLANNING CONSULTANTS, LLC
CRD 126260
110 COURT STREET, SUITE #6, CROMWELL, CT, 06416, United States
Phone
860-635-2671
Fax
860-635-0533
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.9M |
| High net worth individuals | 14 | $23.1M |
Official SEC filing: View on IAPD