Ronald Stoner
Capstone Wealth Management Group · Boulder, Colorado
Ronald Stoner is a fee-only financial advisor at Capstone Wealth Management Group in Boulder, Colorado, who holds the CFP credential. Ronald charges hourly fees.
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Facts
| Firm | Capstone Wealth Management Group |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $243M across 605 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 5221478 |
| Exams passed | Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.capstonewmg.com |
How Ronald's firm compares
- Capstone Wealth Management Group's average account is about $402,000, from its Form ADV (assets managed divided by 605 accounts).
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Questions about Ronald
Is Ronald Stoner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald charges hourly fees.
Where is Ronald Stoner based?
Ronald Stoner is based in Boulder, Colorado.
What credentials does Ronald Stoner hold?
Ronald Stoner holds the CFP credential.
Is Ronald Stoner registered with the SEC?
Yes. Ronald Stoner is registered as an investment adviser representative in NM (CRD 5221478), 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 Ronald Stoner?
Through Ronald'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.
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