Charles
Capasso
Capasso Planning Partners LLC
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About this Advisor
Charles Capasso is a certified financial planner operating out of Charleston, South Carolina, who has 5 years of relevant experience. Capasso works at Capasso Planning Partners LLC. The advisor has gained experience at Detterbeck Wealth Management, Lake Tahoe Wealth Management, LLC, Capasso Planning Partners LLC, Ltwm Inc and Detterbeck Wealth Management Inc. Capasso has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Georgia, South Carolina and Texas. Capasso Planning Partners LLC is a registered investment business based out of Charleston, SC. It has a total of 11 employees. It has $281 million in assets under management between its 1,513 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,513 customer accounts, just 11% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely vary depending on the type of financial services. However, fees billed by Capasso Planning Partners LLC can include some combination of 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
Charles Capasso Work History
Charles has been registered as a financial advisor for 5 years.*
Capasso Planning Partners LLC
Detterbeck Wealth Management
Lake Tahoe Wealth Management, LLC
Ltwm Inc
Detterbeck Wealth Management Inc
*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 Charles Capasso 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.
