# Nic Reed

> Nic Reed is a fee-only financial advisor at Capstone Financial Advisors Inc. in Downers Grove, Illinois, who holds the CFP credential. Capstone Financial Advisors Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nic-reed/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capstone Financial Advisors Inc.
- **Based in:** Downers Grove, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.87B across 4,173 accounts
- **Credentials:** CFP
- **CRD:** 7252345 (https://adviserinfo.sec.gov/individual/summary/7252345)
- **SEC registration:** Investment adviser representative in IL, TN, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 30 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Nic Reed a fee-only financial advisor?

Yes. Nic Reed 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 Nic's firm.

### How does Nic charge for financial advice?

Nic's firm, Capstone Financial Advisors Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nic Reed based?

Nic Reed is based in Downers Grove, Illinois.

### What credentials does Nic Reed hold?

Nic Reed holds the CFP credential.

### Is Nic Reed registered with the SEC?

Yes. Nic Reed is registered as an investment adviser representative in IL, TN and TX (CRD 7252345), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capstone Financial Advisors Inc. manage?

Capstone Financial Advisors Inc. reports $2.87B across 4,173 accounts in assets under management.

### How do I contact Nic Reed?

Contact details aren't on file yet. Search for Capstone Financial Advisors Inc..

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38277): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.