Firm
Capstone Wealth Advisors
Salem, Oregon
Fee-only
Capstone Wealth Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 125 individual clients, 32 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 422 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Salem, Oregon |
|---|---|
| Website | capstonewealthadvisors.com |
| Phone | (503) 967-1980 |
Capstone Wealth Advisors fees
Capstone Wealth 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 93 |
| High-net-worth clients | 32 |
| Accounts managed | 422 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-110036) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 287670 |