Capstone Investment Management LLC fees and pricing
Financial planner in Palm Coast, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, Capstone Investment Management LLC charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“QUALIFIED PLAN CONSULTING SERVICES Capstone offers qualified plan consulting services to individuals for a negotiable flat fee of $500 - $2,500 based on the complexity of the case for the consultation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capstone Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with MM will be billed in accordance with MM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement.”
- “Client may cancel at any time during the planning process for a full refund.”
- “The payment is due upon delivery of the recommendations.”
How Capstone Investment Management LLC’s fees compare
- Its flat or project fee of $500-$2,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
About Capstone Investment Management LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®, CPA, and ChFC®.
- Registered as an adviser: 2015 (11 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
- 1.4% a year
- Clients
- 296
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $93,527,066
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281042
- Phone
- (386) 202-4498
Other planners in Palm Coast that publish fees
- Albert Capital Management LLCPalm Coast$75/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.