# James Conrads

> James Conrads is a fee-only financial advisor at Capstone Wealth Management Group in Bend, Oregon, who holds the CFP credential. James charges hourly fees.

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

## Facts

- **Firm:** Capstone Wealth Management Group
- **Based in:** Bend, Oregon
- **Fee model:** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $243M across 605 accounts
- **Credentials:** CFP
- **CRD:** 4522725 (https://adviserinfo.sec.gov/individual/summary/4522725)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.capstonewmg.com/

## Frequently asked questions

### Is James Conrads a fee-only financial advisor?

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

### How does James charge for financial advice?

James charges hourly fees.

### Where is James Conrads based?

James Conrads is based in Bend, Oregon.

### What credentials does James Conrads hold?

James Conrads holds the CFP credential.

### Is James Conrads registered with the SEC?

Yes. James Conrads is registered as an investment adviser representative in OR and TX (CRD 4522725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capstone Wealth Management Group manage?

Capstone Wealth Management Group reports $243M across 605 accounts in assets under management.

### How do I contact James Conrads?

Through James's website, www.capstonewmg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4522725): 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.capstonewmg.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.