Angel
Escobedo
Capasso Planning Partners LLC
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About this Advisor
Angel Escobedo is a certified financial planner who works out of Charleston, South Carolina with 2 years of industry experience. Escobedo is on the advisory team at Capasso Planning Partners LLC. Their career trajectory has included roles at Texas Tech University, Lake Tahoe Wealth Management, Charles Schwab & Co., Inc, Capasso Planning Partners LLC and Origin Financial. Escobedo has a Series 63 license, designating them as a securities representative, and is approved to serve investors in South Carolina and Texas. Capasso Planning Partners LLC is a company based out of Charleston, SC. The investment advisory business has a total of 11 people on staff. It controls $281 million in assets under management among its 1,513 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,513 client accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which service is offered. However, fees billed by Capasso Planning Partners LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capasso Planning Partners LLC Brokerage Details
$280,681,535
11
1,513
$185,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angel Escobedo Work History
Angel has been registered as a financial advisor for 2 years.*
Origin Financial
Capasso Planning Partners LLC
Charles Schwab & Co., Inc
Lake Tahoe Wealth Management
Texas Tech University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angel Escobedo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capasso Planning Partners LLC
Charleston, SC
Hoboken, NJ
Charleston, SC
Charleston, SC
Charleston, SC
Charleston, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.