Capitol Financial Consultants, Inc (CFC) is an independent financial planning firm located in McLean, Virginia that was established in 1988. All principals at CFC are Certified Financial Planners. We specialize in helping individuals and businesses reach all aspects of their financial goals and objectives. We offer comprehensive advice and services that include:
Personal Financial Planning
Investment and Wealth Management
Tax Planning and Preparation
Risk Management
Retirement Planning
Education Funding
Estate Planning
Business Planning and Services
General Information |
| Firm Start Year: | 1988 | |
| No.of Employees: | 2-4 | |
| Name of Custodial Firm: | TD Ameritrade |
| States Licensed in: | Virginia |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Insurance Products & Annuities, Money Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Via Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Variable Life, Variable Annuity, HMO, Life, Health, Annuity, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Firm Information |
| Assets Managed by Firm: | $200,000,000. |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 9:00 AM - 7:00 PM |
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Tue. | 9:00 AM - 7:00 PM |
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Wed. | 9:00 AM - 7:00 PM |
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Thu. | 9:00 AM - 7:00 PM |
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Fri. | 9:00 AM - 7:00 PM |
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