# Jacob Rich

> Jacob Rich is a fee-only financial advisor at Capstone Wealth Advisors in Indianapolis, Indiana, who holds the CFP credential. Jacob charges a percentage of assets and a one-time planning fee (0.25%–1.25% a year of assets managed) and focuses on physicians & residents, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/jacob-rich/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capstone Wealth Advisors
- **Based in:** Indianapolis, Indiana
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** 0.25%–1.25% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $100.2M across 306 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Small business owners, Retirement planning
- **Works with:** Physicians, Founders, Retirees
- **CRD:** 6837023 (https://adviserinfo.sec.gov/individual/summary/6837023)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 66 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://capstonewa.com

## Frequently asked questions

### Is Jacob Rich a fee-only financial advisor?

Yes. Jacob Rich is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jacob's firm.

### How does Jacob charge for financial advice?

Jacob charges a percentage of assets and a one-time planning fee.

### How much does Jacob charge?

According to Capstone Wealth Advisors's website, checked October 28, 2026: 0.25%–1.25% a year of assets managed.

### Does Jacob work with clients virtually?

Yes. Capstone Wealth Advisors says on its website that it works with clients remotely.

### Where is Jacob Rich based?

Jacob Rich is based in Indianapolis, Indiana.

### What does Jacob specialize in?

Jacob's specialties include physicians & residents, small business owners and retirement planning. Jacob works with physicians, founders and retirees.

### What credentials does Jacob Rich hold?

Jacob Rich holds the CFP credential.

### Is Jacob Rich registered with the SEC?

Yes. Jacob Rich is registered as an investment adviser representative in IN (CRD 6837023), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capstone Wealth Advisors manage?

Capstone Wealth Advisors reports $100.2M across 306 accounts in assets under management.

### How do I contact Jacob Rich?

Through Jacob's website, capstonewa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38821): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.capstonewa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.