Simple to understand. Easy to see the value.
The straight-forward pricing at Capstone Wealth Partners is simple, transparent, and affordable.
We're paid solely and directly by our clients, and accept no other form of compensation.
No commissions, no kickbacks, no referral fees.
The Foundations Plan
Cost: $950 one-time
- Project-style financial plan created & delivered in 4 meetings over a 30-day period.
- Connect all your accounts easily with a Personal Financial Website.
- Address key planning needs of college affordability, retirement planning, and investment strategy.
- Goals-based approach means no budget required!
- Specific action list delivered at final meeting –– implement with us or on your own.
- Opportunity to have a "dating period" with us to determine possible long-term fit.
Cost: $200 per month & up (complimentary for Investment Management relationships of $250,000+)
- A continuance of advice, as delivered by your Foundations Plan, in a retainer-style relationship.
- Full implementation your initial plan's action items on your behalf.
- College affordability advice – aid projections, FAFSA filing, net cost comparison, award evaluations, and loan decisions.
- Regular 6-month progress meetings to review your situation, adjust your plan & provide accountability.
- Planning & coordination in advanced areas –– insurance, tax, estate.
- Coordination with your accountant & attorney as needed.
Cost: 0.25% – 1.00% annually (% assessed only on assets directly managed)
- Institutional-style investment approach for personal investors.
- Advisory fees debited directly from your accounts.
- Academic research & Investment Committee oversight from Loring Ward.
- Implementation with low cost Dimensional Funds.
- Optional use of Sustainability & Socially Responsible portfolio strategies.
- Monthly custodial statements & quarterly performance reports (paper or eDelivery).
- White glove assistance with account transfers & consolidation.
Why wait any longer to get started?
Talk to a team member today.
It's 100% complimentary and hassle-free.
No sales, no pressure, no problem.