Capital Planning Advisors Competitors and Similar CompaniesClear all
Capital Planning Advisors's competitors and similar companies include Wealthcare, KLO, Legacy & Succession and Legacy Financial Solutions.
 Legacy & Succession Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency. |  Legacy Financial Solutions Legacy Financial Solutions is a company that provides financial planning solutions. | ||||
Founding Date | Founding Date 2006 | Founding Date 2001 | Founding Date 2013 | Founding Date 2009 | Founding Date 1990 |
Type | Type Private | Type Private | Type Private | Type Private | Type Private |
Tags | |||||
Locations | Locations Roseville, US HQ Walnut Creek, US | Locations Bury, GB HQ | Locations Warwick, GB HQ Birmingham, GB London, GB | Locations Oklahoma City, US HQ Tulsa, US | Locations Manchester, US HQ |
Employees | Employees 16 | Employees 9 | Employees 21 | Employees 10 | Employees 12 |
For sources of this data, please see the company profile
View Company Profiles
Legacy & Succession
HQ
Oklahoma City, US
Employees
10
Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency.
View companyLegacy Financial Solutions
HQ
Manchester, US
Employees
12
Legacy Financial Solutions is a company that provides financial planning solutions.
View company