Jacob Rich
Capstone Wealth Advisors · Indianapolis, Indiana
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.
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Specialties
Who they serve
- Physicians
- Founders
- Retirees
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 |
| Assets under management | $100.2M across 306 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6837023 |
| Exams passed | Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewa.com |
| Profile |
How Jacob's firm compares
- Capstone Wealth Advisors's average account is about $327,000, from its Form ADV (assets managed divided by 306 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Capstone Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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