# Capital Planning Wealth Management

> 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.

- CRD: 144212
- Filed as: CAPITAL PLANNING WEALTH MANAGEMENT
- Legal name: Capital Planning Services Corp.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Center Valley, PA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144212
- AdvisorCensus page: https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212

## Quick answers

**How is Capital Planning Wealth Management compensated?**
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).

**Where is Capital Planning Wealth Management located?**
Capital Planning Wealth Management's principal office is in Center Valley, PA, according to its Form ADV.

**Is Capital Planning Wealth Management registered with the SEC or a state?**
Capital Planning Wealth Management is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144212.

**Does Capital Planning Wealth Management 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/144212

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capital-planning.com
- Facebook @capitalplanningwealthmanagement
- LinkedIn @capital-planning-wealth-management
- X @capitalpwm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Planning Wealth Management (CRD 144212): Form ADV filing data as of October 2026.