Capstone Wealth Management Corp. fees
Financial planner in Lakeland, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Capstone Wealth Management Corp. (Lakeland, FL) charges a flat or project fee of $1,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Runs from below the Florida median of $4,200 to above it.
“A fixed fee quoted for a plan based on the anticipated work may range from $1,000 to $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Capstone Wealth Management Corp. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At the discretion of CWM, fees may be negotiable.”
- “Because fees may be negotiable, some clients will enter into advisory contracts with terms or fee arrangements differing from those described above.”
- “At the inception of the relationship and each billing period thereafter, the Investment Advisor will calculate the amount of the fee due and payable to CWM.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 286
- 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, newsletters and publications, and educational seminars and workshops
- Assets managed
- $109 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- CRD number
- 165359 (opens in new tab)
- Phone
- (866) 596-9886
Registered or notice filed in 4 states: California, Florida, North Carolina, Wisconsin
Other planners in Lakeland that publish fees
- Mainstay CapitalLakelandHourly $200/hr, Monthly $200/mo
- Wise Financial Strategies, LLCLakelandHourly $300/hr
More planners in Florida that publish fees
- Nested Financial & Tax PlanningPalm HarborHourly $400/hr, Flat $3,000-$30,000
- Fiduciary Consulting Group, Inc.VeniceHourly $400/hr
- Supporting Your Choices Inc.HavanaAnnual from $3,000/yr
- Glow Financial Planning LLCSpring HillQuarterly $4,000-$10,000/qtr
- CMA Advisors, Inc.BradentonHourly $400/hr, Flat from $5,000
- Trout Capital Management, LLCJupiterFlat $500-$3,000
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.