Capstone Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We charge $300 per hour for our General Financial Planning Services.”

Quarterly fee

$2,500/qtr

“The fee for our Financial Planning Services for Business Owners and Professional Executives is $2,500.00 per quarter.”

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

How Capstone Wealth bills

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

• “This hourly fee is negotiable based upon the size and scope of the financial planning project.”
• “For ongoing services, Capstone Wealth will prepare and deliver an invoice at the beginning of the quarter detailing the number of hours Capstone Wealth spent on your financial planning needs in the previous quarter.”
• “For one-time services, Capstone Wealth will deliver an invoice upon completion of the financial planning project.”

How Capstone Wealth’s fees compare

• Its hourly rate of $300 matches the Montana median of $300. 50% of the 20 other Montana planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Billings that publish an hourly rate charge less.

About Capstone Wealth

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

Minimum

$300 minimum fee (stated in brochure)

Clients

159

Employees

8

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$354,276,732

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130128

Website

capstoneretire.com (opens in new tab)

Phone

(406) 325-1500

Can advise clients in 5 states: Louisiana, Montana, Texas, Washington, Wyoming

Other planners in Billings that publish fees

• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Cladis Investment Advisory LLCBillings$200/hr
• Evergreen Financial GroupBillings$300/hr, $500⁠-⁠$4,500
• Investment Management GroupBillings$2,500, $2,400/yr
• Stapleton Financial GroupBillings$250/hr

Compare all 7 planners in Billings