# Jonathan Stump

> Jonathan Stump is a fee-only financial advisor at Capstone Wealth Management in Lakeland, Florida, who holds the CFA credential. Jonathan focuses on retirement planning and estate & legacy planning. Capstone Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Capstone Wealth Management
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $109.4M across 364 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5544464 (https://adviserinfo.sec.gov/individual/summary/5544464)
- **SEC registration:** Investment adviser representative in FL, WI
- **Exams passed:** Series 65 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.careformywealth.com

## Frequently asked questions

### Is Jonathan Stump a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan's firm, Capstone Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jonathan Stump based?

Jonathan Stump is based in Lakeland, Florida.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and estate & legacy planning.

### What credentials does Jonathan Stump hold?

Jonathan Stump holds the CFA credential.

### Is Jonathan Stump registered with the SEC?

Yes. Jonathan Stump is registered as an investment adviser representative in FL and WI (CRD 5544464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capstone Wealth Management manage?

Capstone Wealth Management reports $109.4M across 364 accounts in assets under management.

### How do I contact Jonathan Stump?

Through Jonathan's website, www.careformywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5544464): 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.careformywealth.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.