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

$1500

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
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February 21, 7:00 PM - 8:30 PM
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No matter your financial state, your child can find help in paying for college.
You just have to know where to look.

Check out this guide to learn more.

Having the money talk early helps get you and your
child on the same page when it comes to picking  a school.

Download Our Guide On How To Do It Right.