Firm
Capstone Wealth Advisors
Indianapolis, Indiana
Fee-only
Capstone Wealth Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 97 individual clients, 34 of them high net worth.
- Its average account is about $327,000 (assets it manages divided by its 306 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | capstonewa.com |
| [email protected] | |
| Phone | (317) 577-8233 |
Capstone Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% to 1.25% a year |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"range from .25% to 1.25% based on the size of your portfolio" source
"range from .25% to 1.25% based on the size of your portfolio" source
"Wealth Advisory Fees are based on a percentage of assets under management" source
"Financial Planning Fees and Business Advisory Fees are based on the scope of the project" source
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 | $100 million |
| Individual clients | 63 |
| High-net-worth clients | 34 |
| Accounts managed | 306 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-68449) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 122357 |