Capital Retirement Planning, LLC

Overview

Capital Retirement Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and the selection of outside advisers. Advisory services are delivered under a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and the firm is not identified as an active ESG investor or a multi-state adviser. Service lines emphasized in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and manager selection. The firm also lists an insurance company affiliation among its industry links.

Assets & Accounts

Investments & Alternatives