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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

CPC FINANCIAL PLANNING, INC

CRD 119150

KING OF PRUSSIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59843ffa-2054-424b-b090-bcfa55eafca3

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2026 to Mar 23, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 119150
Filings on the tape: 1
First filed: Mar 23, 2026
Latest filed: Mar 23, 2026
Organised: Corporation, PA
Website: cpcfinancialplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EARL ARTHUR CLAIRMONT	Certified Financial Planner	BERWYN, PA \| KING OF PRUSSIA, PA	35	50	1	yes
RICHARD C CAPASSO	Certified Financial Planner	KING OF PRUSSIA, PA	31	42	1	yes
ANDREW TODD GILINSKY	n/a	KING OF PRUSSIA, PA	31	39	n/a	yes
CHARLES WILENSKY	Certified Financial Planner	KING OF PRUSSIA, PA	25	39	n/a	yes
RICHARD MICHAEL CLAIRMONT	n/a	KING OF PRUSSIA, PA	10	37	1	yes
FRANK JOSEPH IMPERIAL	Certified Financial Planner	KING OF PRUSSIA, PA	7	18	1	yes

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OSAIC WEALTH, INC.	2	Dec 11, 2019	Dec 11, 2018	KING OF PRUSSIA, PA	Team lift out	Ibd to state RIA	0.1%

Relationships

Registered with (7)

← FRANK JOSEPH IMPERIALAdvisorregistration: current employment
Dec 11, 2018 to presentfactForm ADV
← RICHARD MICHAEL CLAIRMONTAdvisorregistration: current employment
Oct 26, 2015 to presentfactForm ADV
← CHARLES WILENSKYAdvisorregistration: current employment
Jun 22, 2001 to presentfactForm ADV
← RICHARD C CAPASSOAdvisorregistration: current employment
May 18, 1995 to presentfactForm ADV
← ANDREW TODD GILINSKYAdvisorregistration: current employment
May 18, 1995 to presentfactForm ADV
← EARL ARTHUR CLAIRMONTAdvisorregistration: current employment
Apr 2, 1991 to presentfactForm ADV
← BRIAN C. SHEVLANDAdvisorregistration: previous registration
Jun 28, 2011 to Sep 19, 2012factForm ADV

Moved with (1)

← OSAIC WEALTH, INC.Registered adviser2 advisors, team lift out, same day
Dec 11, 2019 to Dec 11, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59843ffa-2054-424b-b090-bcfa55eafca3
First observed: Mar 23, 2026
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CPC FINANCIAL PLANNING, INC

CRD 119150

KING OF PRUSSIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59843ffa-2054-424b-b090-bcfa55eafca3

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EARL ARTHUR CLAIRMONT

Certified Financial Planner

BERWYN, PA | KING OF PRUSSIA, PA

yes

RICHARD C CAPASSO

Certified Financial Planner

KING OF PRUSSIA, PA

yes

ANDREW TODD GILINSKY

n/a

KING OF PRUSSIA, PA

n/a

yes

CHARLES WILENSKY

Certified Financial Planner

KING OF PRUSSIA, PA

n/a

yes

RICHARD MICHAEL CLAIRMONT

n/a

KING OF PRUSSIA, PA

yes

FRANK JOSEPH IMPERIAL

Certified Financial Planner

KING OF PRUSSIA, PA

yes

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OSAIC WEALTH, INC.

Dec 11, 2019

Dec 11, 2018

KING OF PRUSSIA, PA

Team lift out

Ibd to state RIA

0.1%