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Capasso Planning Partners Logo
Capasso Planning Partners CB Rank
503023
Heat Score
76
Capasso Planning Partners is an investment advisory firm that offers financial planning and wealth management services to clients.
Founded
obfuscation
Private Charleston, South Carolina, United States11-50 capassoplanningpartners.com
Finance
Financial Services
Wealth Management
Overview

Capasso Planning Partners
Heat Score
76

Growth Score
pts
in past quarter
Heat Score 76
16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Capasso Planning Partners

CB Rank
503023
Capasso Planning Partners is an investment advisory firm that offers financial planning and wealth management services to clients.
Founded
obfuscation
Private Charleston, South Carolina, United States11-50 capassoplanningpartners.com
Finance
Financial Services
Wealth Management

Key People

  • Photo of Charlie Capasso
    Charlie Capasso: Managing Partner & Senior Wealth Advisor
    Past Role: Lake Tahoe Wealth Management, Founder

Details

Operating Status Active
Company Type For Profit
Phone Number +1 843-608-8487
Contact Email charlie@capassoplanningpartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
Constructs and manages customized investment portfolios aligned with client goals and risk tolerance, including ongoing monitoring and rebalancing.
Retirement Planning
Develops financial plans to help clients prepare for retirement, regardless of age or savings stage, focusing on long-term income security.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 13

Employee Profiles

News

News and Press

News•May 15, 2026
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News•May 12, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$84.6KThis year, Capasso Planning Partners is projected to spend $84.6K on IT, according to Aberdeen.

Active Website Tech Count

34Capasso Planning Partners is actively using 34 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Capasso Planning Partners's headquarters? Capasso Planning Partners is located in Charleston, South Carolina, United States.Who are Capasso Planning Partners's competitors? Alternatives and possible competitors to Capasso Planning Partners may include Charles Schwab, Fidelity, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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