Insights

Recent Acquisitions Capital Planning Advisors has been acquired by Bluespring Wealth Partners, opening up opportunities for cross-selling services and expanding the client base.

Recent Investments With recent investments in assets like Invesco S&P MidCap, Vanguard Mid-Cap ETF, and SPDR S&P Kensho, Capital Planning Advisors showcases a proactive approach to growing wealth, indicating potential for offering investment management services.

Company Growth Capital Planning Advisors' growth trajectory, demonstrated by acquisitions and increasing asset stakes, suggests a strong foothold in the wealth management sector, making them a desirable partner for high net worth individuals seeking financial guidance.

Tech-Savvy Approach Utilizing a tech stack that includes WordPress, PHP, and Yoast SEO, Capital Planning Advisors demonstrates a modern and efficient operational approach, appealing to clients looking for innovative financial solutions in a digital age.

Competitive Landscape Positioned among notable financial firms like Wealthfront and Personal Capital, Capital Planning Advisors stands out as a boutique wealth management advisory firm, offering personalized services that cater to clients seeking tailored financial planning strategies.

Similar companies to Capital Planning Advisors

Capital Planning Advisors Tech Stack

Capital Planning Advisors uses 8 technology products and services including RSS, Open Graph, WordPress, and more. Explore Capital Planning Advisors's tech stack below.

RSS
Content Management System
Open Graph
Content Management System
WordPress
Content Management System
Twitter Emoji (Twemoji)
Font Scripts
PHP
Programming Languages
Yoast SEO
Search Engines
reCAPTCHA
Security
MonsterInsights
Web Platform Extensions

Media & News

Capital Planning Advisors's Email Address Formats

Capital Planning Advisors uses at least 1 format(s):

Capital Planning Advisors Email Formats	Example	Percentage
First@capitalplanningadvisors.com	John@capitalplanningadvisors.com	62%
Last@capitalplanningadvisors.com	Doe@capitalplanningadvisors.com	24%
FirstLast@capitalplanningadvisors.com	JohnDoe@capitalplanningadvisors.com	7%
First.Last@capitalplanningadvisors.com	John.Doe@capitalplanningadvisors.com	7%

Frequently Asked Questions

Where is Capital Planning Advisors's headquarters located?

Capital Planning Advisors's main headquarters is located at 1420 Rocky Ridge Drive, Suite 140 Roseville, CA 95661, US. The company has employees across 2 continents, including North AmericaSouth America.

What is Capital Planning Advisors's phone number?

You can contact Capital Planning Advisors's main corporate office by phone at

+1-916-286-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Planning Advisors's official website and social media links?

Capital Planning Advisors's official website is capitalplanningadvisors.com and has social profiles on LinkedIn.

How much revenue does Capital Planning Advisors generate?

As of May 2025, Capital Planning Advisors's annual revenue reached $3.8M.

What is Capital Planning Advisors's SIC code NAICS code?

Capital Planning Advisors's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Capital Planning Advisors have currently?

As of May 2025, Capital Planning Advisors has approximately 16 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Investment Officer, Managing Director: J. B.Vice President Of Operations: G. S.Partner & CEO: J. W.. Explore Capital Planning Advisors's employee directory with LeadIQ.

What industry does Capital Planning Advisors belong to?

Capital Planning Advisors operates in the Financial Services industry.

What technology does Capital Planning Advisors use?

Capital Planning Advisors's tech stack includes RSSOpen GraphWordPressTwitter Emoji (Twemoji)PHPYoast SEOreCAPTCHAMonsterInsights.

What is Capital Planning Advisors's email format?

Capital Planning Advisors's email format typically follows the pattern of . Find more Capital Planning Advisors email formats with LeadIQ.

When was Capital Planning Advisors founded?

Capital Planning Advisors was founded in 2006.

Capital Planning Advisors

Financial ServicesUnited States11-50 Employees

Family, Business & Legacy Wealth Advisors

Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, businesses and institutional clients with wealth management, business succession planning and comprehensive financial planning services.

Services offered through Capital Planning Advisors, LLC, a Registered Investment Adviser.  Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Planning Advisors, LLC unless a client service agreement is in place.