Capstone Global Advisors, LLC fees and pricing
Financial planner in Wedowee, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 21, 2026, Capstone Global Advisors, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Financial plans are provided for a negotiable hourly fee of $200 per hour and are priced according to the degree of complexity associated with the client’s situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capstone Global Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “The payments are received in two installments: one-half at the commencement of the planning process with the balance due upon delivery of completed plan.”
How Capstone Global Advisors, LLC’s fees compare
- Its hourly rate of $200 is below the Alabama median of $250. 22% of the 41 other Alabama planners that publish an hourly rate charge less.
About Capstone Global Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $9,739,707
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277104
- Phone
- (770) 954-8823
Other planners in Alabama that publish fees
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
- BCR Wealth StrategiesVestavia$1,500-$10,000, $6,250/yr
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
- Booth FinancialBirmingham$500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.