Capstone Investment Financial Group, LLC fees
Financial planner in Webster, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Capstone Investment Financial Group, LLC (Webster, NY) charges $250 an hour, a flat or project fee of $300-$3,000, and a monthly fee of $99-$550 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the New York median of $300; 22% of the 165 other planners in New York that publish an hourly rate charge less.
“Our hourly charge is $250 per hour.”
- Flat or project fee
- $300-
$3,000 Below the New York median of $5,025; 12% of the 121 other planners in New York that publish a flat or project fee charge less. The one other planner in Webster charges less.
“For new clients, fixed fee rates vary from $300 to $3,000 for an initial financial plan.”
- Monthly fee
- $99-
$550/mo “For existing clients, the minimum fixed fee for ongoing financial planning services will be $99 per month with a maximum of $550 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $50,000 in assets (stated in the brochure)
- Team size
- 6 employees
How Capstone Investment Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on the anticipated complexity of your plan.”
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
- “Fees are negotiable, and may be higher or lower than this range, based on the nature of the plan.”
About Capstone Investment Financial Group, LLC
“Financial planning is the process by which the client’s current circumstances (which include assets as well as liabilities, insurance, tax, retirement, education and other perspectives) are viewed against the client’s goals, and a plan is developed to help the client reach those goals.”
- Founded: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, a percentage of assets under management, and performance based fees
- Clients
- 387
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $175 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 24, 2026
- CRD number
- 122575 (opens in new tab)
- Phone
- (719) 477-9883
Registered or notice filed in 7 states: California, Colorado, Florida, New Jersey, New York, North Carolina, Texas
Other planners in Webster that publish fees
- Clifford Alan Inc.WebsterFlat $475-$1,950
More planners in New York that publish fees
- ADC Wealth Management, LLCMassapequaFlat $3,000
- SIP Financial ServicesGlenvilleHourly $150-$250/hr, Flat $500-$5,000
- Bentham Wealth AdvisorsWilliamsvilleFlat $500-$15,000, Monthly $250-$500/mo
- Rochester InvestmentsRochesterHourly $250/hr, Flat $2,500-$4,500
- Madison Asset Advisors, LLCNew York CityHourly $200/hr
- Imperative Wealth PlanningJohnson CityFlat $1,000-$10,000, Annual $3,000-$12,000/yr
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.