Our Costs

Your partners in all things financial.

To benefit our clients, Capital Planning Wealth Management generally uses fee-based solutions as opposed to charging commissions. However, to ensure your needs always come first, we will consider a commission-based solution if the situation warrants it. In all instances, we’ll let you know up-front what we’re proposing, then proceed according to which type of solution you prefer. All with total transparency on our part and full knowledge on yours.