C
Capital Financial Planners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,000,000
Clients
89
6% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
89
Very HighAverage account size
$325,843
About
Capital Financial Planners, LLC provides financial planning and discretionary portfolio management for individuals and a limited number of institutional clients. The firm manages roughly $29 million across about 89 client accounts and offers written plans and advice covering tax, insurance, retirement and estate planning.
The firm follows a largely passive, asset-allocation-driven approach that emphasizes diversification, monitoring of asset-class exposure and holdings overlap, and the use of mutual funds, ETFs, stocks, bonds, government securities and options. Client accounts are reviewed regularly (monthly for managed accounts) and managed primarily on a discretionary basis, with model-portfolio oversight and periodic reviews of externally managed strategies.
Notable distinctions include the principal’s activity as a licensed insurance agent who sells non-variable insurance products and earns commissions—a relationship the brochure discloses as a potential conflict of interest. The firm also unusually advises and manages a small number of institutional clients (businesses, charities and small pension plans) and at times refers clients to outside managers for alternative investments, sharing a portion of those managers’ fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Fee options
Written financial plan fees range from $200 to $10,000 depending on complexity
0.25% to 2% annually (negotiable, based on size and complexity)
Up to $175/hour (negotiable)
Main office location
Capital Financial Planners, LLC
405 Lafayette Street
Youngsville LA 70592, United States
Number of offices
1
Most active in
Capital Financial Planners, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")