Firm
Capstone Wealth Partners, LTD
Dublin, Ohio
Fee-only
Capstone Wealth Partners, LTD at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 157 individual clients, 52 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 577 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Ohio median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dublin, Ohio |
|---|---|
| Website | capstonewealthpartners.com |
| [email protected] | |
| Phone | (614) 754-7805 |
Capstone Wealth Partners, LTD 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $499 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Planning for pre-retirees and retirees starts at $250 per month, based on the complexity of your situation." source
"a College Pre-Approval™ session is a one-time, 90-minute meeting for $499." source
"Planning for pre-retirees and retirees starts at $250 per month" source
"Planning for pre-retirees and retirees starts at $250 per month, based on the complexity of your situation." 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 · Fixed fees |
|---|---|
| Assets managed | $115 million |
| Individual clients | 105 |
| High-net-worth clients | 52 |
| Accounts managed | 577 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135646) |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 152524 |