PlannerFees

Capstone Wealth Advisors, LLC fees and pricing

Financial planner in Salem, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Capstone Wealth Advisors, LLC charges $100⁠-⁠$750 an hour and a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$750/hr
“Hourly consulting or financial planning rates range from $100 to $750 per hour, depending on the complexity of the project, the scope of work to be performed, and the differential expertise of the IAR providing the services.”
Flat or project fee
$500⁠-⁠$10,000
“Fixed fee projects are estimated to range from $500 - $10,000.”

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

How Capstone Wealth Advisors, LLC bills

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

  • “We bill client advisory fees in advance, quarterly.”
  • “Fees for a partial quarter at the commencement of an agreement will be prorated based on the number of days the account was open during the quarter.”
  • “Fees for these services are generally not negotiable.”

How Capstone Wealth Advisors, LLC’s fees compare

  • Its hourly rate of $100-$750 spans the Oregon median of $250. 93% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Salem that publish an hourly rate charge less.
  • Its flat or project fee of $500-$10,000 spans the Oregon median of $4,000. 62% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Salem that publish a flat or project fee charge less.

About Capstone Wealth Advisors, LLC

“B, C Capstone Wealth Advisors provides financial planning and investment advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Rob Norton
  • Firm size: 3 employees.
  • Registered as an adviser: 2017 (9 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
1.5% a year
Clients
125
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$102,375,746
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
287670
Website
capstonewealthadvisors.com (opens in new tab)
Phone
(503) 967-1980

Can advise clients in 14 states: Alaska, Arizona, California, Colorado, Florida, Idaho, Louisiana, Nebraska, Nevada, New York, Oregon, Texas, Utah, Washington

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