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.
College Pre-Approval™
$500
ONE TIME
- A 90-minute consultation with a Certified College Financial Consultant (CCFC)
- Project your Student Aid Index and create your college budget.
- Understand how to qualify for more scholarships and/or financial aid.
- Receive a personalized list of recommended schools that will give you the most free money.
- Side-by-side net cost comparisons of up to 10 schools.
- How to pay for all four years of each college, including the resulting loans and loan payments.
- College Cost Reduction Report™ showing you creative ways to reduce your college expenses.
- Watch this video to learn more.
Foundation Plan
Families $2,500
Couples $2,000
Single $1,500
ONE TIME
- Learn more about our process Get Organized. Get A Plan. Get Ahead.™
- 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.
- 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.
- Watch this video to learn more
Capstone Planning
Families $300/mo
Couples $250/mo
Single $200/mo
(Waived at certain managed portfolio levels)
- 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.
- On demand meetings throughout the year as needed.
- Planning and coordination in advanced areas – insurance, tax, estate.
- Coordination with your accountant & attorney as needed.
- Check out our Experience is Everything Brochure to learn more.
Investment Management
0.25% – 1.00%
ANNUALLY
(% assessed only on assets directly managed)
- Institutional-style investment approach for personal investors.
- Academic research and investment committee oversight from Buckingham Strategic Partners.
- Advisory fees debited directly from your accounts.
- Implementation with low cost mutual funds, exchange traded funds (ETF’s) and separately managed accounts (SMA’s).
- Optional use of sustainable and socially responsible portfolio strategies.
- Monthly custodial statements and quarterly performance reports (paper or eDelivery).
- Learn more about our Evidence – Driven Investing™