David
Dunn
Capital Planning, LLC
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About this Advisor
David Dunn is a financial advisor based in Bellevue, Washington, working with Capital Planning, LLC. David has previously held a position at Capital Planning LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, David is part of Capital Planning, LLC, which operates out of Bellevue, Washington. The firm has 5 offices and 14 employees. The firm manages assets totaling $549.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Capital Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Planning, LLC Brokerage Details
$549,366,088
14
1,370
$400,997
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
David Dunn Work History
Capital Planning LLC
Disclosures
Please visit the SEC profile of David Dunn 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 Capital Planning, LLC
Bellevue, WA
Bellevue, WA
Palm Coast, FL
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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