Kari McKinley
Capstone Financial Advisors · Downers Grove, Illinois
Kari McKinley is a fee-only financial advisor at Capstone Financial Advisors in Downers Grove, Illinois, who holds the CFP credential. Capstone Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kari →
Facts
| Firm | Capstone Financial Advisors |
|---|---|
| Based in | Downers Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.87B across 4,173 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 7872516 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.capstone-advisors.com |
How Kari's firm compares
- Capstone Financial Advisors's average account is about $687,000, from its Form ADV (assets managed divided by 4,173 accounts).
Request an introduction to Kari
Tell Kari a little about what you're looking for. Kari isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kari
Is Kari McKinley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kari holds no broker registration, and Capstone Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kari charge for financial advice?
Kari's firm, Capstone Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kari McKinley based?
Kari McKinley is based in Downers Grove, Illinois.
What credentials does Kari McKinley hold?
Kari McKinley holds the CFP credential.
Is Kari McKinley registered with the SEC?
Yes. Kari McKinley is registered as an investment adviser representative in IL and TX (CRD 7872516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Financial Advisors manage?
Capstone Financial Advisors reports $2.87B across 4,173 accounts in assets under management.
How do I contact Kari McKinley?
Through Kari's website, www.capstone-advisors.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
- 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.
See something wrong? Request a correction. Read our methodology.