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.
Company Details
- Employees
- 4
- Founded
- 2018
- Address
- 56 Broad St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capassoplanningpartners.com
- Keywords
- Fee-Only Financial Planning, Retirement Planning, Young Professionals, Risk Management, Estate Planning, Investment Management, Comprehensive Financial Planning, Wealth Management, Government Pensions.
- HQ
- Charleston, South Carolina
Capasso Planning Partners Questions
Capasso Planning Partners's website is capassoplanningpartners.com
Capasso Planning Partners's LinkedIn profile is https://www.linkedin.com/company/capassoplanningpartners
Capasso Planning Partners has
4 employees.
View email and phone details for 4
employees at Capasso Planning Partners.
Capasso Planning Partners's industry is
Financial Services
Capasso Planning Partners's top competitors are
Commonwealth Financial Network,
Crna Financial Planning®,
Cerity Partners,
Nathanmark,
Pure Financial Advisors, Llc,
Focused Wealth, Llc,
Farther,
Apollon Wealth Management, Llc,
Compound,
Ironview Capital Management Llc.
Capasso Planning Partners's categories are Financial Services
Capasso Planning Partners's founding year is 2018
