Capital Planning Wealth Management
Financial Services • 
Upper Saucon, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 4505 Saucon Creek Rd, Suite 100, Center Valley, Pennsylvania 18034, US |
| Phone number | +16108713500 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Services, Wealth Management, Estate Planning |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contact at Capital Planning Wealth Management
Lee Berger
Director Of Operations
Capital Planning Wealth Management Email Formats
Capital Planning Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@capital-planning.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@capital-planning.com | 83.3% |
{first initial}{last name} | jdoe@capital-planning.com | 16.7% |
About Capital Planning Wealth Management
Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement. At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life. Through, LPL Financial, Capital Planning Advisors, are able to offer their services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. We abide by strict fiduciary standards with valued research and investment recommendations. Securities offered through LPL Financial, Member FINRA / SIPC (www.finra.org)/(www.sipc.org). Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Capital Planning Wealth Management revenue & valuation
| Annual revenue | $1,197,770 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Capital Planning Wealth Management has 4 employees across 1 departments.
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Number of employees
Funding Data
Capital Planning Wealth Management has never raised funding before.
Capital Planning Wealth Management Tech Stack
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Frequently asked questions
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