AdvisorCensus / Financial advisors / District of Columbia / Washington / Capital Financial Planners LLC
Capital Financial Planners LLC is an SEC-registered investment advisory firm in Chevy Chase, MD, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated May 15, 2026.
Quick answers
From the filingHow is Capital Financial Planners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Capital Financial Planners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Capital Financial Planners LLC charge?
Its Form ADV Part 2A brochure dated May 15, 2026 states: Flat fee: $750 to $1,500 (Retirement Roadmap); Hourly rate: $150 to $400 an hour (Tax preparation). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Capital Financial Planners LLC located?
Capital Financial Planners LLC's principal office is in Chevy Chase, MD, according to its Form ADV.
Is Capital Financial Planners LLC registered with the SEC or a state?
Capital Financial Planners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341222.
Does Capital Financial Planners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341222
What changed in Capital Financial Planners LLC's recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $750 to $1,500 (Retirement Roadmap)
The brochure's wording
Clients who require a Retirement Roadmap will be charged between $750 and $1,500 on a fixed fee basis, depending upon the complexity of the engagement
Hourly rate: $150 to $400 an hour (Tax preparation)
The brochure's wording
Tax preparation compensation will be based on an hourly rate of between $150 and $400 per hour, based on the specific complexities of the engagement.
As stated in the firm's Form ADV Part 2A brochure dated May 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Capital Financial Planners LLC (CRD 341222): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222