Capital Financial Planners
Salem, Oregon
5.0
1 Review
Capital Financial Planners is a small investment advisory firm based out of Salem, OR, boasting a single office. With a total of four employees, the firm has established itself as a reliable resource for financial planning. Two of their skilled advisors specialize in providing investment advisory services, catering to a diverse range of clients. Their average assets under management per investment advisor amount to approximately $102,170,000, positioning them within the industry average. As a firm, Capital Financial Planners offers a flexible compensation structure, including options such as a percentage of assets under managemen...
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Assets Under Mgmt

$204.34M

Investment Professionals

2

Locations

0

% 401K & Individual

32%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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