Capstone Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Fees are also prorated for intra-quarter client deposits and withdrawals.​ B.​ Financial Planning. a.​ Foundations Plan.​ In consideration of its project-based financial planning services, Adviser charges a one-time flat fee that is generally based on family makeup as set forth below:​ Client Type Plan Fee…”

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

How Capstone Wealth Partners bills

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

• “Prepaid but unearned fees will be refunded to the client on a prorated basis upon termination of our engagement, and unpaid but earned fees will be charged to the client upon termination of our engagement.”
• “If such termination occurs, the fee will be prorated and/or refunded at the time of termination based on the number of meetings that have occurred in the Foundations Plan 3-meeting process.”
• “This fee may be negotiable in some cases and is often offered publicly at a discount.”

How Capstone Wealth Partners’ fees compare

• Its flat or project fee of $1,500 is below the Ohio median of $3,250. 20% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 1 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About Capstone Wealth Partners

• Firm size: 4 employees.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

157

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$114,862,553

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152524

Website

capstonewealthpartners.com (opens in new tab)

Phone

(614) 754-7805

Can advise clients in 6 states: Colorado, Florida, Louisiana, Ohio, Pennsylvania, Texas

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Cognition Financial LLCDublin$250/hr, $500⁠-⁠$6,000

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