Edward Reinhart
Capital Advisors Wealth Management · Yakima, Washington
Edward Reinhart is a fee-only financial advisor at Capital Advisors Wealth Management in Yakima, Washington. Capital Advisors Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Edward →
Who they serve
- Retirees
Facts
| Firm | Capital Advisors Wealth Management |
|---|---|
| Based in | Yakima, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.11B across 1,051 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2727927 |
| Exams passed | Series 65 (1996) · Series 66 (1998) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.capitaladvisorswm.com |
| Profile |
How Edward's firm compares
- Capital Advisors Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,051 accounts).
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edward
Is Edward Reinhart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Capital Advisors Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Capital Advisors Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Reinhart based?
Edward Reinhart is based in Yakima, Washington.
Is Edward Reinhart registered with the SEC?
Yes. Edward Reinhart is registered as an investment adviser representative in WA (CRD 2727927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital Advisors Wealth Management manage?
Capital Advisors Wealth Management reports $1.11B across 1,051 accounts in assets under management.
How do I contact Edward Reinhart?
Through Edward's website, www.capitaladvisorswm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital Advisors Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.