Firm
Capstone Wealth Management Group
Bend, Oregon
Fee-only
Capstone Wealth Management Group at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 255 individual clients, 80 of them high net worth.
- Its average account is about $402,000 (assets it manages divided by its 605 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Bend, Oregon |
|---|---|
| Website | capstonewmg.com |
| Phone | (541) 330-0266 |
Capstone Wealth Management Group fees
Capstone Wealth Management Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 | $243 million |
| Individual clients | 175 |
| High-net-worth clients | 80 |
| Accounts managed | 605 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-135432) |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 340135 |