Capstone Wealth Management Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$95⁠-⁠$295/hr

“One, our Financial Planning fees are calculated and charged on an hourly basis, ranging from $95 to $295 per hour.”

Flat or project fee

$500⁠-⁠$7,000

“Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship. 6 Or two, our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging…”

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

How Capstone Wealth Management Group, Inc. bills

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

• “Fees are billed on a quarterly basis and are paid in advance based on the value of the account on the last day of the previous quarter.”
• “The balance is due upon completion of the plan.”
• “The client is billed upon presentation of the plan for any remainder after deducting any retainer fees.”

How Capstone Wealth Management Group, Inc.’s fees compare

• Its hourly rate of $95-$295 spans the Oregon median of $250. 12% of the 123 other Oregon planners that publish an hourly rate charge less.
• 1 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its flat or project fee of $500-$7,000 spans the Oregon median of $4,000. 45% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 11 other planners in Bend that publish a flat or project fee charge less.

About Capstone Wealth Management Group, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2026.

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

1.25% a year

Clients

255

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$243,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340135

Website

capstonewmg.com (opens in new tab)

Phone

(541) 330-0266

Can advise clients in 8 states: California, Colorado, New Hampshire, New Mexico, New York, Ohio, Oregon, Texas

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

Compare all 28 planners in Bend