Mark Thomas
Advisor at Capstone Wealth
Updated today
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
Location
Billings, MT 59102
Credentials
Series 63, Series 65
Industry experience
23 years
About
Mark Thomas is a financial advisor at Capstone Wealth with 23 years of industry experience. He has been with Capstone Wealth Management, Inc. since 2006. Thomas holds Series 63 and Series 65 licenses and is also a licensed insurance agent and consultant, providing insurance evaluations and policy analyses alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, particularly business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in client assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.
Expertise
Based on Capstone Wealth
Business ownership considerations
Business exit / sale strategy
Equity Recipients (RS/RSU, SOP, ESPP)
General retirement planning
Fee options
Financial Planning for Business Owners and Professional Executives charged $2,500 per quarter.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.20% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.55%
Commissionable insurance products may be recommended; commissions disclosed and may result in advisory fee reductions at firm's discretion.
Financial Planning Services charged at $300 per hour, negotiable.
Account minimum: $1,000,000 Minimum fee: Minimum fee of $300 for General Financial Planning Services if services are provided via phone communications. Fee-only: Financial Planning Services at $300 per hour (negotiable), minimum fee $300; Financial Planning for Business Owners and Professional Executives at $2,500 per quarter.
Location
1731 Poly Drive
Billings, MT 59102
Most active in
Mark T has reported serving >5 clients in these states in the last 12 months.
Montana · Texas
Work history
Capstone Wealth Management, Inc.
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Christian O
CFA®, Series 63, Series 65
Billings, MT
Optima Capital Management
Seth B
PFS™
Billings, MT
BDL Wealth Management PLLC
Grant O
Series 65
Billings, MT
Alchemy Wealth Management
David D
PFS™
Billings, MT
BDL Wealth Management PLLC
Mason S
Series 65
Billings, MT
Stafford Financial
Paul S
Series 66
Billings, MT
Stafford Financial
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")