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Firm

Capstone Financial Advisors

Downers Grove, Illinois

Fee-only

Capstone Financial Advisors at a glance

  • One of 330 fee-only firms based in Illinois in the Wellspent graph.
  • 17 advisors are listed here; 15 of 17 hold the CFP.
  • Its Form ADV reports 30 employees and 1,068 individual clients, 376 of them high net worth.
  • Its average account is about $687,000 (assets it manages divided by its 4,173 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Based inDowners Grove, Illinois
Websitecapstone-advisors.com
Phone(630) 241-0833

Capstone Financial Advisors fees

Capstone Financial Advisors 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$2.9 billion
Individual clients692
High-net-worth clients376
Accounts managed4,173
Employees30
Planning clientsMore than 500
Registered withThe SEC (801-56979)
Financial planningOffered
Form ADV filedMarch 31, 2026
SEC recordCRD 109341

Advisors at this firm (17)