Robert
Wootton
Capstone Financial Advisors Inc
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About this Advisor
Robert Wootton is a certified financial planner operating in Downers Grove, Illinois who has 9 years of relevant experience. Wootton is on the advisory team at Capstone Financial Advisors Inc. Their career trajectory has included roles at Usaa Financial Advisors, Inc and Usaa Financial Planning Services. Wootton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Capstone Financial Advisors Inc is a financial advisory company headquartered in Downers Grove, IL. It oversees $2 billion in assets between its 2,846 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 2,846 client accounts, 56% are held by high-net-worth investors who have more than $1 million in assets available to invest. Capstone Financial Advisors Inc performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Capstone Financial Advisors Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Financial Advisors Inc Brokerage Details
$1,824,854,507
25
2,846
$641,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Wootton Work History
Robert has been registered as a financial advisor for 9 years.*
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Wootton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capstone Financial Advisors Inc
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
