Joe Messinger
Capstone Wealth Partners, LTD · Dublin, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $114.9M across 577 accounts |
| Credentials | CFP · ChFC · CLU |
| SEC registration | Investment adviser representative in FL, TX · CRD 4459743 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | capstonewealthpartners.com |
| Profile |
How Joe's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Ohio median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $499, below the Ohio median of $1,500 for fee-only firms that publish prices.
- Capstone Wealth Partners, LTD's average account is about $199,000, from its Form ADV (assets managed divided by 577 accounts).
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Questions about Joe
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.
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 Partners, LTD 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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