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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
11 years
Location
Wedowee, AL
Capstone Global Advisors, LLC
Independent
Total advisors
1Clients per advisor
29 HighAvg AUM per client
$207,593 LowHNW client ratio
41% HighStephanie Bunn is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Capstone Global Advisors, LLC in Wedowee, AL. She has worked at Capstone Global Advisors since 2015 and was previously employed at Packback Inc. from 2009 to 2021. Capstone Global Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, small businesses, and pension and profit-sharing plans. The firm offers asset management through a wrap fee program and employs a nimble trading approach that includes fundamental and cyclical analysis, discretionary portfolio management, trading strategies, and pension consulting.
Based on Capstone Global Advisors, LLC
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $4,000,000: 0.90% annually $4,000,001+: 0.75% annually
$200 per hour for hourly financial planning services
Retainer-based financial planning service fees range from $250 to $600 per month
Account minimum: $350,000 Fee-only: Financial planning services on a negotiable hourly basis at $200 per hour; retainer-based financial planning program $250 to $600 per month
Wedowee, AL
Wedowee AL
Advisors at this office
1
Alabama · Georgia
11 years of industry experience
Capstone Global Advisors, LLC
2026 - Present • 1 year
Wedowee, AL
Capstone Global Advisors, LLC
2015 - 2026 • 11 years
Wedowee, AL
Packback Inc.
2009 - 2021 • 12 years
Peachtree City, GA
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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