Sensible Pricing

Simple to understand. Easy to see the value.

The straight-forward pricing at Capstone Wealth Partners is simple, transparent, and affordable.

As fiduciary, fee-only advisors, we’re paid solely and directly by our clients, and accept no other form of compensation. That means our only motivation is your best interests – no commissions, no kickbacks, no referral fees.

Foundation Plan

$950

ONE TIME

  • Project-style financial plan created & delivered in four 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.
  • Try a “dating period” with us to determine possible long-term fit.
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Financial Coaching

$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 of 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 six-month progress meetings to review your situation, adjust your plan and provide accountability.
  • Planning and coordination in advanced areas – insurance, tax, estate.
  • Coordination with your accountant & attorney as needed.
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Investment Management

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 and investment committee oversight from Loring Ward.
  • Implementation with low cost Dimensional Funds.
  • Optional use of sustainable and socially responsible portfolio strategies.
  • Monthly custodial statements and quarterly performance reports (paper or eDelivery).
  • White glove assistance with account transfers and consolidation.
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Smart Money Moves for the College-Bound!

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September 26 at 7pm
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