{
  "crd_number": 144212,
  "slug": "capital-planning-wealth-management-center-valley-pa-144212",
  "primary_business_name": "CAPITAL PLANNING WEALTH MANAGEMENT",
  "legal_name": "CAPITAL PLANNING SERVICES CORP.",
  "dbas": [],
  "city": "Center Valley",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "10900",
  "metro": {
    "cbsa_code": "10900",
    "common_name": "Allentown",
    "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
    "path": "/advisors/pa/allentown"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-01-11",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [
    "https://capital-planning.com",
    "https://facebook.com/capitalplanningwealthmanagement",
    "https://linkedin.com/company/capital-planning-wealth-management/about",
    "https://twitter.com/capitalpwm"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144212",
  "city_as_filed": "CENTER VALLEY",
  "url": "https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212",
  "display_name": "Capital Planning Wealth Management",
  "summary": "Capital Planning Wealth Management is a state-registered investment advisory firm in Center Valley, PA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Capital Planning Wealth Management (CRD 144212): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Planning Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Planning Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Capital Planning Wealth Management located?",
      "a": "Capital Planning Wealth Management's principal office is in Center Valley, PA, according to its Form ADV."
    },
    {
      "q": "Is Capital Planning Wealth Management registered with the SEC or a state?",
      "a": "Capital Planning Wealth Management is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144212."
    },
    {
      "q": "Does Capital Planning Wealth Management report any disciplinary disclosures?",
      "a": "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/144212"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144212",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}