Capstone Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capstone Wealth Partners serves individual clients — including high-net-worth individuals — and business entities, providing discretionary investment management alongside financial planning, a project-style Foundations Plan, and one‑time college funding analyses. The firm offers both portfolio management and modular planning services and generally operates under asset-based advisory arrangements common to supported firms.
The firm manages client assets on a discretionary, risk‑based basis using a mix of passive and active strategies and fundamental analysis, allocating across mutual funds, ETFs, equities, fixed income and municipal securities. It also recommends and may retain third‑party subadvisers (notably Focus Partners Advisor Solutions) for portions of client portfolios and typically conducts periodic reviews of accounts.
Distinctive aspects include a two‑step planning model that requires a finite Foundations Plan before access to its ongoing subscription planning, and a modular College Pre‑Approval service that is delivered as a focused single meeting with a satisfaction guarantee. Capstone does not require a minimum account value to open or maintain an account and discloses reliance on custodial and third‑party service relationships that support its investment operations.
Client services
Expertise
Fee options
Foundations Plan fees: $1,500 to $2,500 one-time flat fee based on family makeup; College Funding Plan: $499 per student one-time fee.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Capstone Financial Planning monthly subscription fees: $200 to $300 per month depending on client type; fees may be waived with minimum assets under management.
Main office
See office6037 Frantz Rd., Suite 104
Dublin OH 43017
Advisors at this office
1
Offices (3)
Most active in
Montana
Also doing business as
Capstone College Partners · Capstone Wealth Partners · Capstone Wealth Partners, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bud L
CFP®, Series 65
Grand Junction, CO
Capstone Wealth Partners
Bud Lavery is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capstone Wealth Partners in Reno, NV, where he has worked since 2023. His prior experience includes roles at San Diego Wealth and several other organizations dating back to 2015. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive, low-cost index funds and ETFs with selectively used active managers and mutual funds, supported by individualized investment policy statements and quarterly reviews.
Ryan S
ChFC®, Series 66
Dublin, OH
Capstone Wealth Partners
Ryan Sheppard is a ChFC® and holds a Series 66 license with 18 years of industry experience. He has been with Capstone Wealth Partners in Dublin, Ohio since 2010. Outside of his advisory role, he is the majority owner of The Ohio Political Network, LLC, a company that provides telecommunication technology to political campaigns and elected officials. Capstone Wealth Partners serves individual, high-net-worth clients, and businesses by offering discretionary portfolio management, access to third-party money managers, and comprehensive financial planning. The firm’s investment approach combines passive index funds and ETFs with selective active management, emphasizing college-focused planning services and software.
Joseph M
CFP®, ChFC®, Series 63, Series 65
Sarasota, FL
Capstone Wealth Partners
Joseph Messinger is a financial advisor with Capstone Wealth Partners in Sarasota, FL, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 20 years of industry experience and has been with Capstone Wealth Partners since 2010. Messinger is also co-founder and CEO of College Aid Pro, a company providing financial aid planning software, and co-owner of Capstone College Partners, Ltd., which supports college-focused financial planning through education and consulting. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, third-party money manager access, and comprehensive financial planning. The firm combines passive, low-cost index funds and ETFs with selective active management, emphasizing college-focused services supported by proprietary planning tools and software.
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