# Jacob Wihtol

> Jacob Wihtol is a fee-only financial advisor at Capstone Wealth Advisors in Salem, Oregon. Jacob focuses on estate & legacy planning and small business owners. Capstone Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-wihtol/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capstone Wealth Advisors
- **Based in:** Salem, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $102.4M across 422 accounts
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8148445 (https://adviserinfo.sec.gov/individual/summary/8148445)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.capstonewealthadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Capstone Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Capstone Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jacob Wihtol based?

Jacob Wihtol is based in Salem, Oregon.

### What does Jacob specialize in?

Jacob's specialties include estate & legacy planning and small business owners. Jacob works with retirees and pre-retirees.

### Is Jacob Wihtol registered with the SEC?

Yes. Jacob Wihtol is registered as an investment adviser representative in OR (CRD 8148445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capstone Wealth Advisors manage?

Capstone Wealth Advisors reports $102.4M across 422 accounts in assets under management.

### How do I contact Jacob Wihtol?

Through Jacob's website, www.capstonewealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8148445): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.capstonewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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