Stuart Caplan
Members' Wealth · Media, Pennsylvania
Stuart Caplan is a fee-only financial advisor at Members' Wealth in Media, Pennsylvania. Stuart focuses on estate & legacy planning, family wealth transfer and small business owners. Members' Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Members' Wealth |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $279.6M across 625 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 6619359 |
| Exams passed | Series 65 (2015) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.memberswealthllc.com |
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Questions about Stuart
Is Stuart Caplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and Members' Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stuart charge for financial advice?
Stuart's firm, Members' Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Stuart charge?
According to Members' Wealth's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Stuart work with clients virtually?
Yes. Members' Wealth says on its website that it works with clients remotely.
Where is Stuart Caplan based?
Stuart Caplan is based in Media, Pennsylvania.
What does Stuart specialize in?
Stuart's specialties include estate & legacy planning, family wealth transfer, small business owners and retirement planning. Stuart works with multi-generational families, retirees, pre-retirees and founders.
Is Stuart Caplan registered with the SEC?
Yes. Stuart Caplan is registered as an investment adviser representative in PA and TX (CRD 6619359), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Members' Wealth manage?
Members' Wealth reports $279.6M across 625 accounts in assets under management.
How do I contact Stuart Caplan?
Through Stuart's website, www.memberswealthllc.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
- Members' Wealth 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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