Capstone Pacific Investment Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For non-discretionary advisory services, we may charge either a fixed fee, which generally ranges between $500 and $6,000 or an hourly fee of $250 per hour.”

Flat or project fee

$500⁠-⁠$6,000

From the same sentence as above.

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

How Capstone Pacific Investment Strategies bills

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

• “Please refer to the "Advisory Business" section in this brochure for information on our advisory fees, fee deduction arrangements, and refund policy according to each service we offer.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, the billing time period, and the specific manner in which the fee was calculated.”

How Capstone Pacific Investment Strategies’ fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 5 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
• Its flat or project fee of $500-$6,000 spans the Colorado median of $5,250. 32% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.

About Capstone Pacific Investment Strategies

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2010 (16 years).

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

302

Employees

2

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

$47,218,757

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154819

Website

capstonepacific.com (opens in new tab)

Phone

(626) 915-7006

Can advise clients in 6 states: Arizona, California, Colorado, Florida, Iowa, Nebraska

Other planners in Fort Collins that publish fees

• Acorn Creek Capital LLCFort Collins$100⁠-⁠$350/hr, $1,000⁠-⁠$50,000
• Balanced Wealth Partners LLCFort Collins$3,000⁠-⁠$10,000
• Better Pockets FinancialFort Collins$250/hr, $500⁠-⁠$15,000
• FpfocoFort Collins$3,000, $625/mo
• Fruitage Financial LLCFort Collins$300/hr, $500⁠-⁠$5,000/qtr
• Guidepost Financial Planning, LLCFort Collins$245/hr, $500

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