Capstone Wealth Advisors,inc. fees and pricing
Financial planner in Indianpolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Capstone Wealth Advisors,inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning fees are based on the general billing rate of $250/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capstone Wealth Advisors,inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We charge a project fee for financial planning services which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- “You pay a retainer fee in advance of one half the quoted fees and the balance of the planning fee when the recommendation letter is delivered.”
- “In such cases, we will notify you in advance and request that you approve the additional fee.”
How Capstone Wealth Advisors,inc.’s fees compare
- Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
About Capstone Wealth Advisors,inc.
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- 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
- Clients
- 97
- Employees
- 4
- 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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $100,214,277
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122357
- Phone
- (317) 577-8233
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$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.