Zachariah Kline
Capstone Wealth Management · San Jose, California
Zachariah Kline is a fee-only financial advisor at Capstone Wealth Management in San Jose, California. Zachariah focuses on retirement planning and estate & legacy planning. Capstone Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Capstone Wealth Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $109.4M across 364 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8302073 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.careformywealth.com |
How Zachariah's firm compares
- Capstone Wealth Management's average account is about $301,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Zachariah
Is Zachariah Kline a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachariah holds no broker registration, and Capstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachariah charge for financial advice?
Zachariah's firm, Capstone Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Zachariah Kline based?
Zachariah Kline is based in San Jose, California.
What does Zachariah specialize in?
Zachariah's specialties include retirement planning and estate & legacy planning.
Is Zachariah Kline registered with the SEC?
Yes. Zachariah Kline is registered as an investment adviser representative in CA (CRD 8302073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Management manage?
Capstone Wealth Management reports $109.4M across 364 accounts in assets under management.
How do I contact Zachariah Kline?
Through Zachariah's website, www.careformywealth.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 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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