Firm
Capstone Investment Financial Group
Webster, New York
Fee-only
Facts
| Based in | Webster, New York |
|---|---|
| Website | capstoneinvest.com |
| [email protected] | |
| Phone | (719) 477-9883 |
Capstone Investment Financial Group fees
Capstone Investment Financial Group 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $175 million |
| Individual clients | 357 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 122575 |