Stephanie Bunn
Capstone Global Advisors · Wedowee, Alabama
Stephanie Bunn is a fee-only financial advisor at Capstone Global Advisors in Wedowee, Alabama, who holds the CFP credential. Stephanie focuses on equity compensation, retirement planning and tax planning. Capstone Global Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
Facts
| Firm | Capstone Global Advisors |
|---|---|
| Based in | Wedowee, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $9.7M across 76 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, GA · CRD 2506003 |
| Exams passed | Series 63 (1994) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirewedowee.com |
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Questions about Stephanie
Is Stephanie Bunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Capstone Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Capstone Global Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Bunn based?
Stephanie Bunn is based in Wedowee, Alabama.
What does Stephanie specialize in?
Stephanie's specialties include equity compensation, retirement planning and tax planning. Stephanie works with high earners, pre-retirees and retirees.
What credentials does Stephanie Bunn hold?
Stephanie Bunn holds the CFP credential.
Is Stephanie Bunn registered with the SEC?
Yes. Stephanie Bunn is registered as an investment adviser representative in AL and GA (CRD 2506003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Global Advisors manage?
Capstone Global Advisors reports $9.7M across 76 accounts in assets under management.
How do I contact Stephanie Bunn?
Through Stephanie's website, www.retirewedowee.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 Global 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.
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