Michael Lester Edmondson
Investment adviser representative at Capital and Planning, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$193.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Capital and Planning, LLCApr 2022 to now
- Edmonstone & Macmillan, LLCJan 2018 to now
- LPL Financial LLCApr 2017 to now
- Independent Advisor Alliance, LLCMay 2017 to May 2024
- Wells Fargo Clearing Services, LLCSep 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Capital and Planning, LLC
$193.9MAssets managed
517Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2552747
- Firm CRD
- 321104