Capital Planning Advisors Revenue

Financial Services • Roseville, California, United States • 11-20 Employees

Capital Planning Advisors revenue & valuation

Annual revenue	$13,900,000
Revenue per employee	$866,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$44,400,000
Total funding	No funding

Key Contact at Capital Planning Advisors

Larry Hansen

Founder

Company overview

Headquarters	1420 Rocky Ridge Drive, Suite 140, Roseville, CA 95661, US
Phone number	+19162867650
Website	capitalplanningadvisors.com
NAICS	52
SIC	628
Keywords	Wealth Management, Disability Insurance, Life Insurance, Financial Planning, Alternative Investments, Retirement Plans, Investment Management, 401K, Qualified Retirement Plans, Long-Term Care Insurance, Financial & Estate Planning, Esop'S, Business Succession/Exit Planning
Founded	2006
Employees	11-20
Socials

Capital Planning Advisors Email Formats

Capital Planning Advisors uses 2 email formats. The most common is {first initial} (e.g., j@capitalplanningadvisors.com), used 70% of the time.

Format	Example	Percentage
{first initial}	j@capitalplanningadvisors.com	70%
{first name}	john@capitalplanningadvisors.com	30%

About Capital Planning Advisors

Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, businesses and institutional clients with wealth management, business succession planning and comprehensive financial planning services. Services offered through Capital Planning Advisors, LLC, a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors, LLC unless a client service agreement is in place.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Founder/Owner

Employees by Department

Capital Planning Advisors has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Capital Planning Advisors has never raised funding before.

Capital Planning Advisors Tech Stack

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

Cloudflare Bot Management

Security

Gravity Forms

Form builders

WP Rocket

Caching

Elementor

Page builders

WordPress Popular Posts

Widgets

Cloudflare

CDN

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Yoast SEO

SEO

Crocoblock JetElements

WordPress plugins

Salesforce

CRM

Frequently asked questions

Capital Planning Advisors is located in Roseville, California, US.

You can reach Capital Planning Advisors at +19162867650.

Capital Planning Advisors generates an estimated annual revenue of $13,844,585. This revenue figure reflects the company's market position and business performance in its industry.

Capital Planning Advisors has an estimated valuation of $44,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Capital Planning Advisors was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Capital Planning Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capital Planning Advisors

Larry Hansen

Founder

4.8

40,000 users