# Joe Messinger

> Joe Messinger is a fee-only financial advisor at Capstone Wealth Partners, LTD in Dublin, Ohio, who holds the CFP, ChFC and CLU credentials. Joe charges an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $499) and focuses on retirement planning.

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

## Facts

- **Firm:** Capstone Wealth Partners, LTD
- **Based in:** Dublin, Ohio
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $499
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $114.9M across 577 accounts
- **Credentials:** CFP, ChFC, CLU
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4459743 (https://adviserinfo.sec.gov/individual/summary/4459743)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2001), Series 65 (2002)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://capstonewealthpartners.com

## Frequently asked questions

### Is Joe Messinger a fee-only financial advisor?

Yes. Joe Messinger 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 Joe's firm.

### How does Joe charge for financial advice?

Joe charges an ongoing planning fee and a one-time planning fee.

### How much does Joe charge?

According to Capstone Wealth Partners, LTD's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $499.

### Where is Joe Messinger based?

Joe Messinger is based in Dublin, Ohio.

### What does Joe specialize in?

Joe's specialties include retirement planning. Joe works with pre-retirees and retirees.

### What credentials does Joe Messinger hold?

Joe Messinger holds the CFP, ChFC and CLU credentials.

### Is Joe Messinger registered with the SEC?

Yes. Joe Messinger is registered as an investment adviser representative in FL and TX (CRD 4459743), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capstone Wealth Partners, LTD manage?

Capstone Wealth Partners, LTD reports $114.9M across 577 accounts in assets under management.

### How do I contact Joe Messinger?

Through Joe's website, capstonewealthpartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44641): 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://capstonewealthpartners.com/): specialties, clients served, and fees, checked October 28, 2026

---

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