Capital Planning Advisors LLC

Capital Planning Advisors LLC, a Limited Liability Company based in CA, has 9 employees, of which 5 serve in advisory roles. Providing financial advice to their 13 clients, the firm's SEC status is listed as approved, with a registration date of Feb 28, 2014.

• JASON AND PATRICIA BELL FAMILY TRUST

  MANAGING MEMBER owns more than 25% but less than 50%

• LAWRENCE A. HANSEN REVOCABLE TRUST

  MANAGING MEMBER owns more than 25% but less than 50%

• LAWRENCE ARTHUR HANSEN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SOLLAZZO FAMILY TRUST

  MANAGING MEMBER owns more than 25% but less than 50%

• WILSON LIVING TRUST

  MANAGING MEMBER owns more than 25% but less than 50%

• BRIAN JAMES PRETTI

  TRUSTEE owns 75% or more

• JAMES BOYD WILSON

  TRUSTEE owns 75% or more

• JASON THOMAS BELL

  TRUSTEE owns 75% or more

• LAWRENCE ARTHUR HANSEN

  TRUSTEE owns 75% or more

• MICHAEL ANTHONY SOLLAZZO

  TRUSTEE owns 75% or more

• Dimensions Wealth Management LLC
• Grecu Capital Management Inc
• Parkshore Wealth Management
• Empyrion Wealth Management Inc
• America First Capital Management LLC
• Pinnacle Asset Management Inc
• UP Capital Management Inc
• Smart Investor
• EWG Elevate Inc
• WE Alliance Wealth Advisors Inc

• Capital Planning Advisors reveals significant shifts in Q3 vs. Q4 2022 fund holdings

• ISHARES TR RUS 1000 GRW ETF $20,395k
• ISHARES TR CORE S&P MCP ETF $19,079k
• ISHARES $16,735k
• JP MORGAN EXCHANGE TRADED FD $14,619k
• WORLD GOLD TR $14,467k
• WISDOMTREE TRUST $13,234k
• ISHARES TR CORE S&P SCP ETF $12,070k
• ISHARES TR JPMORGAN USD EMG $10,986k
• VANGUARD INDEX FDS VALUE ETF $9,589k
• VANGUARD INDEX FDS GROWTH ETF $9,515k