Charles Capasso
Capasso Planning Partners · Charleston, South Carolina
Charles Capasso is a fee-only financial advisor at Capasso Planning Partners in Charleston, South Carolina, who holds the CFP credential. Charles focuses on retirement planning, estate & legacy planning and tax planning. Capasso Planning Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Capasso Planning Partners |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $274.2M across 1,073 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 5319437 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | capassoplanningpartners.com |
| Profile |
How Charles's firm compares
- Capasso Planning Partners's average account is about $256,000, from its Form ADV (assets managed divided by 1,073 accounts).
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Questions about Charles
Is Charles Capasso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Capasso Planning Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Capasso Planning Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Capasso based?
Charles Capasso is based in Charleston, South Carolina.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Charles Capasso hold?
Charles Capasso holds the CFP credential.
Is Charles Capasso registered with the SEC?
Yes. Charles Capasso is registered as an investment adviser representative in GA, SC and TX (CRD 5319437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capasso Planning Partners manage?
Capasso Planning Partners reports $274.2M across 1,073 accounts in assets under management.
How do I contact Charles Capasso?
Through Charles's website, capassoplanningpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capasso Planning Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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