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Robert Krafft

Advisor at Luminary Wealth

Updated today

Location

Fort Wayne, IN 46804

Credentials

CFA®

Industry experience

23 years

About

Robert Krafft is a CFA® charterholder with 23 years of industry experience. He is a financial advisor and principal at Capstone Advisors, LLC, which operates as Luminary Wealth, and has been with the firm since 2002. Luminary Wealth serves individuals, trusts, qualified retirement plans, small businesses, and institutional clients, offering investment management, financial planning, and retirement-plan consulting. The firm constructs long-term diversified portfolios based on modern portfolio theory and the capital asset pricing model, typically utilizing no-load mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Client services

Based on Luminary Wealth

Financial planning Portfolio management Pension consulting

Expertise

Based on Luminary Wealth

Concentrated stock management Equity compensation tax strategy Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Luminary Wealth

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees negotiated; $500 to $10,000 for individuals, $5,000 to $15,000 for institutional and qualified plans

Percentage

$0 - $499,999: 1.25% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,001+: 0.40%

Project-based

$200 per hour

Other

Minimum fee: $7,500 annual minimum fee, may be waived under certain criteria Fee-only: Hourly fees at $200 per hour; Fixed fees negotiated, $500 to $10,000 for individuals, $5,000 to $15,000 for institutional/qualified plans

Location

7910 Carnegie Blvd.

Fort Wayne, IN 46804

Most active in

Indiana

Work history

Larson Financial Group, LLC

2011 - Present (15 years)

Capstone Advisors, LLC

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan F

CFP®, Series 63

Fort Wayne, IN

DentVest LLC

Ryan Fisher is a CFP® with seven years of industry experience, currently serving as the sole advisor at DentVest LLC in Fort Wayne, IN. He previously worked at Old National Wealth Management from 2013 to 2018 before founding DentVest. In addition to his advisory role, he maintains a part-time CFO position with a dental practice. DentVest is an independent advisory firm serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party managers and the Betterment For Advisors platform, complemented by comprehensive financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Dennis H

CFP®, Series 63, Series 65

Fort Wayne, IN

Houlihan Asset Management LLC

Dennis Houlihan is the sole advisor at Houlihan Asset Management LLC in Fort Wayne, IN, holding CFP®, Series 63, and Series 65 designations with 20 years of industry experience. He has been with Houlihan Asset Management since 1998. Houlihan Asset Management serves individuals, high-net-worth clients, and small businesses by providing investment supervisory and portfolio management services alongside financial planning consultations. The firm combines fundamental and technical analysis to tailor recommendations to clients’ goals and risk profiles, often operating with discretionary trading authority.

General tax planning College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Antony S

CFP®, Series 63, Series 65

Fort Wayne, IN

Krouse Stureman & Associates, Inc.

Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has longstanding roles at Krouse Kern Wealth Management, Inc. and KK&S Financial Advisors, LLC. Stureman is also licensed to provide life, disability, and long-term care insurance through his ownership of an insurance agency. Krouse Stureman & Associates, founded in 2004, offers financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach emphasizing asset allocation, diversification, and rebalancing, often managing accounts on a discretionary basis using passively managed, institutional-class mutual funds.

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) General tax planning
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Steven G

CFP®, Series 66

Fort Wayne, IN

Gilbert Wealth

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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Martin B

CFP®, Series 63, Series 65

Fort Wayne, IN

Bassett Financial Advisors

Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.

General retirement planning
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John N

Series 63, Series 65

Fort Wayne, IN

Buffalo Capital Advisors LLC

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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