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.
General Information |
| Firm Start Year: | 1988 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | Virginia |
| Number of Years with Current Firm: | 10 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life, 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 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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
| Mon. | 9:00 AM - 7:00 PM |
| Tue. | 9:00 AM - 7:00 PM |
| Wed. | 9:00 AM - 7:00 PM |
| Thu. | 9:00 AM - 7:00 PM |
| Fri. | 9:00 AM - 7:00 PM |
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