Ilir Gjoni
Capital Preservation Partners · Bronxville, New York
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.
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Facts
| Firm | Capital Preservation Partners |
|---|---|
| Based in | Bronxville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $222.4M across 676 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, FL, NY, TX · CRD 6765216 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cpp.bz |
| Profile |
How Ilir's firm compares
- Capital Preservation Partners's average account is about $329,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Ilir
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.
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
- 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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