Capital Planning Advisors LLC

Capital Planning Advisors, LLC is a financial advisory firm specializing in Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Management and Consulting. Established in 2014 in California, the firm offers tailored investment strategies based on clients' financial goals and risk tolerance. They provide services such as asset management, financial planning, and retirement plan management. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. The firm charges fees based on a percentage of assets under management, with a maximum fee of 1.50%. Clients are encouraged to review the firm's Code of Ethics, ensuring transparency and ethical conduct. Capital Planning Advisors does not offer wrap fee programs and manages over $1.3 billion in client assets on a discretionary basis. The firm recommends Charles Schwab as a custodian and broker, providing access to a range of investment products and services. Clients receive quarterly account statements directly from the custodian. The firm does not accept proxy authority to vote client securities, and clients are responsible for directing proxy votes and other shareholder communications. For further details, clients can contact the Chief Compliance Officer.