Robert Norton
Capstone Wealth Advisors · Salem, Oregon
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.
Request an introduction to Robert →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Capstone Wealth Advisors |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.4M across 422 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4169694 |
| Exams passed | Series 66 (2000) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.capstonewealthadvisors.com |
| Profile |
How Robert's firm compares
- Capstone Wealth Advisors's average account is about $243,000, from its Form ADV (assets managed divided by 422 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert 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 Robert
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.
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 Advisors 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.