Michael Sollazzo is a registered investment advisor at Capital Planning Advisors LLC, based in Roseville, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 414 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain instances.
Fee Estimator
Location
1420 Rocky Ridge Drive, #140, Roseville, CA, 95661
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a partner and wealth management counsel at Capital Independent Insurance Services, LLC since 2015, where he reviews client needs and provides suitable protection plans. This activity requires minimal time.
Employment History
Current Registrations
Capital Planning Advisors LLC
Previous Registrations
NFP Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.