Firm
Capital City Wealth Management
Bismarck, North Dakota
Fee-only
Capital City Wealth Management at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 6 employees and 135 individual clients, 40 of them high net worth.
- Its average account is about $436,000 (assets it manages divided by its 298 accounts).
Facts
| Based in | Bismarck, North Dakota |
|---|---|
| Website | retirementstartstodayradio.com |
| Phone | (701) 250-7220 |
Capital City Wealth Management fees
Capital City Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $130 million |
| Individual clients | 95 |
| High-net-worth clients | 40 |
| Accounts managed | 298 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131838) |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 172199 |