Capstone Capital Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$20,000

“Capstone Capital Wealth Advisors charges its fee for financial planning services as a one-time, fixed fee ranging from $5,000 to $20,000 based on the scope of the client’s planning needs and the complexity thereof collected in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capstone Capital Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “When our services begin or terminate on a day other than the first day of a calendar quarter, the fee for the initial or last quarter of services will be prorated based on the number of days under our management.”
• “Capstone Capital Wealth Advisors may also accept payment by check in our sole discretion.”
• “The financial planning fee is due at the time the client signs their agreement with Capstone Capital Wealth Advisors, and it is payable by check, credit card, or debit card.”

How Capstone Capital Wealth Advisors’ fees compare

• Its flat or project fee of $5,000-$20,000 is above the Nevada median of $5,000. 80% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Henderson that publish a flat or project fee charge less.

About Capstone Capital Wealth Advisors

• Firm size: 5 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

198

Employees

5

Works with

Individuals, high net worth individuals, banks, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$408,417,345

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

123764

Website

linkedin.com/company/2829845 (opens in new tab)

Phone

(702) 433-7588

Can advise clients in 5 states: California, Nebraska, Nevada, Texas, Utah

Other planners in Henderson that publish fees

• Aldrich Investment ManagementHenderson$200/hr, $1,500⁠-⁠$4,000
• Avalon Wealth PartnersHenderson$250/hr, $2,500⁠-⁠$5,000
• Curtis Wealth Management LLCHenderson$250/hr
• Diazo, LLCHenderson$1,000⁠-⁠$5,000
• Ensourceful, Inc.Henderson$150/hr
• Franklin Advisors CorpHenderson$500/hr

Compare all 15 planners in Henderson