# 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.

- CRD: 341222
- Filed as: CAPITAL FINANCIAL PLANNERS LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Chevy Chase, MD
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341222
- AdvisorCensus page: https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Flat fee: $750 to $1,500 (Retirement Roadmap)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalfinancialplanners.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Financial Planners LLC (CRD 341222): Form ADV filing data as of October 2026.