Courtney Hanrahan

from Capital Planning, LLC
SEC regulated
Regulated Investment Advisor
Courtney Hanrahan is a financial advisor based in Washington, Bellevue, with 14 years of experience. Courtney currently works for Capital Planning, LLC. Courtney maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Courtney Hanrahan works at Capital Planning, LLC
Capital Planning, LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $461,347,490 of assets under management and employs about 13 people. Capital Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
10900 Ne 4th Street, Suite 2300, Bellevue, Washington, 98004

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