Capasso Planning Partners Revenue

Financial Services • Charleston, South Carolina, United States • 1-10 Employees

Capasso Planning Partners revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Capasso Planning Partners

Charlie Capasso

Owner & Managing Partner

Company overview

Headquarters	56 Broad St, Suite 3C, Charleston, South Carolina 29401, US
Phone number	+18436088487
Website	capassoplanningpartners.com
NAICS	52
SIC	628
Keywords	Risk Management, Comprehensive Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Young Professionals, Fee-Only Financial Planning, Government Pensions
Founded	2018
Employees	1-10
Socials

Capasso Planning Partners Email Formats

Capasso Planning Partners uses 2 email formats. The most common is {first initial} (e.g., j@capassoplanningpartners.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@capassoplanningpartners.com	66.7%
{first name}	john@capassoplanningpartners.com	33.3%

About Capasso Planning Partners

Capasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We strive to bring the family-office advisory model to our clients by creating a team of professionals (CFA®, CFP®, CPA) around you from the start. We work directly with our clients on a fee-only basis and choose to be held to a fiduciary standard.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Capasso Planning Partners has never raised funding before.

Capasso Planning Partners Tech Stack

Discover the technologies and tools that power Capasso Planning Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Slick

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Genesis theme

WordPress themes

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Frequently asked questions

Capasso Planning Partners is located in Charleston, South Carolina, US.

You can reach Capasso Planning Partners at +18436088487.

Capasso Planning Partners generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Capasso Planning Partners has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capasso Planning Partners was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Capasso Planning Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capasso Planning Partners

Charlie Capasso

Owner & Managing Partner

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