Advisor at Capstone Wealth Advisors, 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 Wealth Advisors, LLC
Location
Salem, OR 97301
Credentials
Series 65
Industry experience
< 1 year
Jacob Wihtol is a financial advisor at Capstone Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience in various roles including at Clodfelters and Spanish Trails. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm uses a long-term, balanced approach with broadly diversified portfolios and manages approximately $230 million in client assets.
Based on Capstone Wealth Advisors, LLC
Estimated range from $500 to $10,000 depending on project complexity and scope
$0+: 0.10% unspecified - unspecified: up to 1.5%
$100 to $750 per hour depending on project complexity and expertise
388 State Street, Suite 700
Salem, OR 97301
Oregon
Capstone Wealth Advisors, LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Clodfelters
2024 - 2025 (1 year)
Spanish Trails
2024 - 2024 (1 year)
UpDawg Painting
2023 - 2023 (1 year)
Infinity Impressions
2022 - 2022 (1 year)
Oregon State University
2021 - 2025 (4 years)
Oswego Lake Country Club
2020 - 2020 (1 year)
Sustainable School Source
2019 - 2023 (4 years)
Tigard High School
2017 - 2021 (4 years)
Twality Middle School
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Series 63, Series 66
Salem, OR
Difi Advisory
CFP®, Series 66
Salem, OR
Capital Financial Planners
Series 65
Salem, OR
JH Advisors
Series 66
Salem, OR
JGC Tax & Wealth Management
Series 65
Salem, OR
JGC Tax & Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")