Advisor at Capstone Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capstone Investment Management LLC
Location
Ormond Beach, FL 32174
Credentials
ChFC®
Industry experience
4 years
Connie Wiltfong is a ChFC® with four years of industry experience, currently serving as the sole advisor at Capstone Investment Management LLC. She has been involved with Capstone Planning since 2010 and also operates an affiliated insurance business. Capstone Investment Management LLC provides fee-based financial planning, qualified plan consulting, and discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a tailored approach to portfolio construction and typically completes financial plans within 30 days, maintaining quarterly reviews of managed accounts.
Based on Capstone Investment Management LLC
Based on Capstone Investment Management LLC
Financial planning and consulting fees as above; Qualified Plan Consulting Services flat fee $500 - $2,500
$0 - $250,000: 1.15% $250,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Fee-only: Financial planning and consulting fees: CFP® Developed Holistic Financial Plan $2,500; Financial Plan Maintenance and up to 10 hours of Consulting $1,000 annually; Social Security Income Report and Analysis $250; 1-hour Consultation $250; Qualified Plan Consulting Services negotiable flat fee $500 - $2,500
570 Memorial Circlee, Suite 325
Ormond Beach, FL 32174
Florida
Capstone Planning
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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