Tiffany Forste
Capstone Wealth Management Group · Bend, Oregon
Tiffany Forste is a fee-only financial advisor at Capstone Wealth Management Group in Bend, Oregon. Tiffany charges hourly fees.
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Facts
| Firm | Capstone Wealth Management Group |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $243M across 605 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7523398 |
| Exams passed | Series 63 (2022) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.capstonewmg.com |
| Profile |
How Tiffany'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 Tiffany
Is Tiffany Forste a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tiffany 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 Tiffany charge for financial advice?
Tiffany charges hourly fees.
Where is Tiffany Forste based?
Tiffany Forste is based in Bend, Oregon.
Is Tiffany Forste registered with the SEC?
Yes. Tiffany Forste is registered as an investment adviser representative in OR (CRD 7523398), 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 Tiffany Forste?
Through Tiffany'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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