Capstone Wealth Advisors

Financial Advisor in Salem, OR

Firm Info
Address: 2005 Madrona Ave SE, Salem, OR 97302, USA
Phone: (503) 967-1980

Firm Size
Assets Under Management: $672.2 million
# of Advisors: 9
# of Clients: 3,045
Client to Advisor Ratio: 338:1
Average Account Size: $220,764
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Capstone Wealth Advisors, LLC Overview

Capstone Wealth Advisors, LLC is a fee-only registered investment advisory firm that has been in business since 2017. Headquartered in Salem, Oregon, the firm operates as an insurance broker/agent that provides investment advice to individuals and small businesses. Capstone Wealth Advisors, LLC offers a range of financial planning services to its clients, including portfolio management. As a fee-only advisory firm, Capstone Wealth Advisors, LLC does not charge clients commissions or receive fees for recommending specific investments. This compensation structure eliminates conflicts of interest and ensures that the firm's recommendations are in the best interests of its clients, rather than the firm's bottom line. Capstone Wealth Advisors, LLC's portfolio management services are tailored to meet the unique needs and goals of each individual client. The firm's experienced advisors take a holistic approach to managing client portfolios, taking into account factors such as risk tolerance, time horizon, and financial objectives. By working closely with clients, Capstone Wealth Advisors, LLC helps them build and maintain portfolios that are diversified, tax-efficient, and aligned with their long-term goals.

Capstone Wealth Advisors, LLC offers comprehensive and customized financial planning services to a diverse clientele. Their team serves individuals, high net worth individuals, and charitable organizations, each with their unique financial goals and needs. They cater to clients seeking customized investment plans to maximize returns while minimizing risks. With a deep understanding of market trends and investing strategies, their team helps clients grow their wealth through sound investment plans. Capstone Wealth Advisors, LLC understands that each client has unique needs. Thus, they offer different fee structures depending on the service provided. Clients can choose from a percentage of assets under management (AUM), hourly rates, or fixed fees. The percentage of AUM fee structure is based on the value of assets being managed, and it is a popular choice for clients with significant portfolios. Hourly rates are best suited for clients who require a specific service or consultation, such as retirement planning or tax optimization. Fixed fees are suitable for clients with smaller portfolios or those seeking a specific financial plan, which can be completed in a short period. With multiple fee structures available, clients can choose a plan that aligns with their financial objectives.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Capstone Wealth Advisors, LLC, the investment minimum for their services is not mentioned. The brochure includes information about the firm's investment philosophy, services provided, and fee structure, but there is no specific note or mention about the minimum amount that a client should invest in order to avail their services. It is advisable for potential clients to directly contact Capstone Wealth Advisors, LLC to inquire about their investment minimums.

How This Office Can Help Salem, OR Residents

Capstone Wealth Advisors provides comprehensive financial planning and investment management services to clients in Salem, OR and surrounding areas. The firm's primary focus is to help clients achieve their long-term financial goals through customized strategies that are tailored to their individual needs and circumstances. Clients in Salem, OR may face a variety of financial challenges, such as planning for retirement, managing debt, navigating tax laws and regulations, and building and preserving wealth for future generations. Capstone Wealth Advisors works closely with clients to assess their current financial situation, identify areas for improvement, and develop a personalized plan that will help them achieve their goals. The firm's experienced advisors can provide guidance on a range of financial topics, including estate planning, risk management, education savings, and strategic investment planning. By working with Capstone Wealth Advisors, clients can feel confident that they have a trusted partner who is dedicated to helping them achieve financial success.

To view the Minimum Investment and Fee Schedule for Capstone Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Capstone Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capstone Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2005 Madrona Ave SE, Salem, OR 97302, USA
Phone (503) 967-1980
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Capstone Wealth Advisors, LLC is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Louisiana
  • Nebraska
  • Nevada
  • New York
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Capstone Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs