# Capital Planning Consultants, LLC

> Capital Planning Consultants, LLC is a state-registered investment advisory firm in Cromwell, CT, registered since 1983, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 126260
- Filed as: CAPITAL PLANNING CONSULTANTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cromwell, CT
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126260
- AdvisorCensus page: https://advisorcensus.com/firm/capital-planning-consultants-llc-cromwell-ct-126260

## Quick answers

**How is Capital Planning Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capital Planning Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Planning Consultants, LLC located?**
Capital Planning Consultants, LLC's principal office is in Cromwell, CT, according to its Form ADV.

**Is Capital Planning Consultants, LLC registered with the SEC or a state?**
Capital Planning Consultants, LLC is a state-registered investment advisory firm, registered since 1983. Status as filed: APPROVED. CRD 126260.

**How much does Capital Planning Consultants, LLC manage?**
Capital Planning Consultants, LLC reports $37,000,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary).

**What types of clients does Capital Planning Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (14).

**Does Capital Planning Consultants, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126260

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,000,000
- Discretionary: $0
- Non-discretionary: $37,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $13,900,000 |
| High net worth individuals | 14 | $23,100,000 |

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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Planning Consultants, LLC (CRD 126260): Form ADV filing data as of October 2026.