Capstone Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The negotiated fixed rate for creating client financial plans is between $100 and $10,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $250.”

Flat or project fee

$100⁠-⁠$10,000

From the same sentence as above.

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

How Capstone Wealth Advisors, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CWALLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CWALLC’s fees, within five business days of signing the Financial Planning Agreement.”

How Capstone Wealth Advisors, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Alabama median of $250. 22% of the 41 other Alabama planners that publish an hourly rate charge less.
• Its flat or project fee of $100-$10,000 spans the Alabama median of $5,075. 49% of the 35 other Alabama planners that publish a flat or project fee charge less.

About Capstone Wealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2024 (2 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% a year

Clients

103

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332360

Website

capstone-wealthadvisors.com (opens in new tab)

Phone

(334) 222-3087

Can advise clients in 2 states: Alabama, Florida

Other planners in Alabama that publish fees

• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000
• BCR Wealth StrategiesVestavia$1,500⁠-⁠$10,000, $6,250/yr
• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000

Compare all 104 planners in Alabama