I founded Capital City Wealth Management, a fee-only financial planning firm, in Bismarck North Dakota, because I wanted to empower my clients to have confidence in their retirement goals. We guide our clients through the retirement process and help them to understand their own personalized retirement strategy.
Our clients understand how their plan will provide income for needs today, as well as the future. Our mission is twofold: "We must educate and empower our clients to make sound retirement decisions.". We're tackling the topics on the minds of the modern retiree, on Retirement Starts Today Radio!
Our clients understand how their plan will provide income for needs today, as well as the future. Our mission is twofold: "We must educate and empower our clients to make sound retirement decisions.". We're tackling the topics on the minds of the modern retiree, on Retirement Starts Today Radio!
Services
Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is also the host of the popular podcast Retirement Starts Today Radio and the accompanying blog. Recently, Benjamin was named as one of the top 40 financial advisors under age 40 by Investment News.
Capital City Wealth Management is Bismarck's first fee-only retirement planning service focused exclusively on retirement income. Our services take care of all the details so retirees can focus on living their retirement. Schedule yourself for a no-cost, no-obligation introductory call. Pick our brains for FREE and decide if our retirement planning services are right for you.
Asset management fees are billed quarterly in advance, and deducted directly from client's accounts. Please see Item 5 of our Form ADV Part 2A for additional information regarding financial planning fees and Item 4 of our Form ADV Part 2A Wrap Fee Program Brochure for additional information regarding our asset-based fees.
Once we've completed the Retire-Ready Blueprint, some of our clients choose to hire us on an ongoing basis to accompany them as they walk their retirement journey. We only invest money for clients under the guidance of a written financial plan, we don't accept any "investment only" clients (We call that naked investing).
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