# Ilir Gjoni

> Ilir Gjoni is a fee-only financial advisor at Capital Preservation Partners in Bronxville, New York, who holds the CFP credential. Capital Preservation Partners reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ilir-gjoni/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Capital Preservation Partners
- **Based in:** Bronxville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $222.4M across 676 accounts
- **Credentials:** CFP
- **CRD:** 6765216 (https://adviserinfo.sec.gov/individual/summary/6765216)
- **SEC registration:** Investment adviser representative in CA, CT, FL, NY, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.cpp.bz

## Frequently asked questions

### Is Ilir Gjoni a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ilir holds no broker registration, and Capital Preservation Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ilir charge for financial advice?

Ilir's firm, Capital Preservation Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Ilir Gjoni based?

Ilir Gjoni is based in Bronxville, New York.

### What credentials does Ilir Gjoni hold?

Ilir Gjoni holds the CFP credential.

### Is Ilir Gjoni registered with the SEC?

Yes. Ilir Gjoni is registered as an investment adviser representative in CA, CT, FL, NY and TX (CRD 6765216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Preservation Partners manage?

Capital Preservation Partners reports $222.4M across 676 accounts in assets under management.

### How do I contact Ilir Gjoni?

Through Ilir's website, www.cpp.bz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6765216): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.