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
Palm Coast, FL 32164
Credentials
CFP®, Series 65
Industry experience
12 years
Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.
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
18 Market Ave., Suite 100
Palm Coast, FL 32164
Florida
Capstone Planning Investments LLC
2015 - Present (11 years)
Capstone Home and Auto, LLC
2012 - Present (14 years)
Capstone Planning, LLC
2007 - Present (19 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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