Jonathan Stump
Capstone Wealth Management · Lakeland, Florida
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.
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Specialties
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 |
| Assets under management | $109.4M across 364 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, WI · CRD 5544464 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.careformywealth.com |
How Jonathan's firm compares
- Capstone Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capstone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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