Frequently Asked Questions


What separates you from other financial advisors?
Capstone Wealth Management offers a distinct combination of mathematically based active investment management, expertise, knowledge and transparency. We build customized portfolios for each client along with a financial plan. Further, we are a fee-only financial advisor receiving no commissions nor compensation from any investment products or any other firms.
What is a Fee-Only Financial Advisor?
Fee-only financial service firms are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.
Where are my investments held?
Client assets are held in custody with Axos Advisor Services (Axos Clearing). We are only authorized to make transactions on your behalf in managing your account. Accounts are always viewable online along with monthly statements.
How do I transfer assets to your firm from another advisor?
Just provide us with a most recent statement from that advisor. We'll set up your new account and transfer the assets.



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Advisory services offered through Capstone Wealth Management Corp.
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