Capasso Planning Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400

“There is a minimum fee of $2,400 for all financial planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capasso Planning Partners LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If billed using the tiered fee schedule (not the annual flat rate), clients will pay a different rate for different portions of their assets under management, depending on the applicable tier.”
• “Clients may terminate the agreement without penalty for a full refund of CPP LLC's fees within five business days of signing the Investment Advisory Contract.”
• “Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's written authorization on a monthly or quarterly basis or may be invoiced and billed directly to the client on a quarterly basis.”

How Capasso Planning Partners LLC’s fees compare

• Its flat or project fee of $2,400 is below the South Carolina median of $3,000. 35% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Charleston that publish a flat or project fee charge less.

About Capasso Planning Partners LLC

• Firm size: 5 employees.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$2,400 minimum fee (stated in brochure)

Clients

340

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$274,217,847

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

294673

Website

linkedin.com/company/capassoplanningpartners/about (opens in new tab)

Phone

(843) 608-8487

Can advise clients in 12 states: California, Florida, Georgia, Illinois, Massachusetts, North Carolina, New Jersey, New York, South Carolina, Tennessee, Texas, Virginia

Other planners in Charleston that publish fees

• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Calidris Financial, LLCCharleston$360/hr, $3,000⁠-⁠$25,000
• Collins AdvisorsCharleston$200/hr
• Hampton Park Financial PlannersCharleston$350/hr, $1,500

Compare all 16 planners in Charleston