Firm
Capital Financial Planners
Salem, Oregon
Fee-only
Capital Financial Planners at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 221 individual clients, 92 of them high net worth.
- Its average account is about $495,000 (assets it manages divided by its 575 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Salem, Oregon |
|---|---|
| Website | capfina.com |
| Phone | (503) 585-1067 |
Capital Financial Planners fees
Capital Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $285 million |
| Individual clients | 129 |
| High-net-worth clients | 92 |
| Accounts managed | 575 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-119386) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 310168 |