CAPITAL PLANNING WEALTH MANAGEMENT

CAPITAL PLANNING SERVICES CORP.

CRD 144212

4505 SAUCON CREEK RD., SUITE 100, CENTER VALLEY, PA, 18034, United States

Phone

610-871-3500

Fax

610-871-3555

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

10 total employees; 6 advisory reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-03

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD