Loren Gard
Capstone Wealth Management Group · Bend, Oregon
Loren Gard is a fee-only financial advisor at Capstone Wealth Management Group in Bend, Oregon, who holds the CFP credential. Loren charges hourly fees.
Request an introduction to Loren →
Facts
| Firm | Capstone Wealth Management Group |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $243M across 605 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 3201086 |
| Exams passed | Series 63 (2000) · Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.capstonewmg.com |
How Loren's firm compares
- Capstone Wealth Management Group's average account is about $402,000, from its Form ADV (assets managed divided by 605 accounts).
Request an introduction to Loren
Tell Loren a little about what you're looking for. Loren 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 Loren
Is Loren Gard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loren holds no broker registration, and Capstone Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Loren charge for financial advice?
Loren charges hourly fees.
Where is Loren Gard based?
Loren Gard is based in Bend, Oregon.
What credentials does Loren Gard hold?
Loren Gard holds the CFP credential.
Is Loren Gard registered with the SEC?
Yes. Loren Gard is registered as an investment adviser representative in OR and TX (CRD 3201086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Management Group manage?
Capstone Wealth Management Group reports $243M across 605 accounts in assets under management.
How do I contact Loren Gard?
Through Loren's website, www.capstonewmg.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 Group 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.
See something wrong? Request a correction. Read our methodology.