# Robert Norton

> Robert Norton is a fee-only financial advisor at Capstone Wealth Advisors in Salem, Oregon. Robert focuses on estate & legacy planning and small business owners. Capstone Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Capstone Wealth Advisors
- **Based in:** Salem, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $102.4M across 422 accounts
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4169694 (https://adviserinfo.sec.gov/individual/summary/4169694)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.capstonewealthadvisors.com

## Frequently asked questions

### Is Robert Norton a fee-only financial advisor?

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

### How does Robert charge for financial advice?

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

### Where is Robert Norton based?

Robert Norton is based in Salem, Oregon.

### What does Robert specialize in?

Robert's specialties include estate & legacy planning and small business owners. Robert works with retirees and pre-retirees.

### Is Robert Norton registered with the SEC?

Yes. Robert Norton is registered as an investment adviser representative in TX (CRD 4169694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Capstone Wealth Advisors manage?

Capstone Wealth Advisors reports $102.4M across 422 accounts in assets under management.

### How do I contact Robert Norton?

Through Robert's website, www.capstonewealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4169694): 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.capstonewealthadvisors.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.