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About Capasso Planning Partners
Capasso Planning Partners is a dynamic and proactive registered investment advisory (RIA) firm dedicated to delivering strategic financial planning and wealth management services. Embracing a family-office advisory model, the firm assembles a team of credentialed professionals, including Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®), and Certified Public Accountants (CPA), to provide comprehensive and personalized guidance from the outset.
Operating on a fee-only basis, Capasso Planning Partners ensures alignment with clients' best interests by adhering to a fiduciary standard. The firm's services encompass portfolio management, retirement planning, asset protection, risk management, estate planning, and tax planning, tailored to address the unique needs and goals of each client.
With offices in key locations, Capasso Planning Partners offers clients a collaborative experience, leveraging the expertise of independent advisors, client service specialists, and associate financial planners. The firm prides itself on helping clients navigate the complexities of their financial lives, striving to enhance their financial well-being through informed and strategic decision-making.
Capasso Planning Partners invites individuals to embark on a journey towards a better financial future, promising world-class, fee-only financial planning solutions designed to meet the evolving demands of their unique situations.
Pricing options
Regulatory filings
Areas of specialty
- Portfolio Management
- Retirement Planning
- Asset Protection
- Risk Management
- Estate Planning
- Tax Planning
- Wealth Management
- Financial Planning
More about Capasso Planning Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 294673 | 10 |
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