Justin Amit is a CFA-designated registered investment advisor at Capital Planning Advisors LLC, based in Walnut Creek, CA, with 10 years of industry experience. Justin 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
200 Pringle Avenue, Suite 555, Walnut Creek, CA, 94596
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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 Activities
Justin officiates baseball and football games as a sports official since 2001. This takes a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Capital Planning Advisors LLC
Bedell Frazier Investment Counselling, LLC.
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sagepoint Financial, INC.Broker
State Registrations1 state
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