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The fee is billed in advance and is negotiable.","source":"ADV PART 2A-CAPASSO PLANNING PARTNERS LLC, filed 20 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Capasso Planning Partners use?","answer":"Capasso Planning Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $292M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capasso Planning Partners have?","answer":"Capasso Planning Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capasso Planning Partners invest in?","answer":"At the end of its last fiscal year, Capasso Planning Partners’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 3% other, 2% derivatives and 2% cash and equivalents. The 3% other category is described as: Private Investments and 529 Plans.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capasso Planning Partners?","answer":"Capasso Planning Partners’ direct owner is Charles Capasso (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capasso Planning Partners get paid?","answer":"Capasso Planning Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}