Cpc Financial Planning, Inc
State-registered
Insurance-Affiliated
CRD 119150
· King Of Prussia, PA
· www.cpcfinancialplanning.com
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ADV data as of Mar 23, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Earl Arthur Clairmont | Registered representative | CFP | Apr 1991 (35y) | |
| Andrew Todd Gilinsky | Registered representative | May 1995 (31y) | ||
| Richard C Capasso | Registered representative | CFP | May 1995 (31y) | |
| Charles Wilensky | Registered representative | CFP | Jun 2001 (25y) | |
| Richard Michael Clairmont | Registered representative | Oct 2015 (11y) | ||
| Frank Joseph Imperial | Registered representative | CFP | Dec 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗