What does fee-only mean?

Fee-only means The Capeloto & Hedrick Co is compensated solely by the fees clients pay directly. We do not earn commissions, referral fees, or any other compensation from third parties. This structure eliminates conflicts of interest and ensures our advice is always aligned with your best interests.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally and ethically obligated to act in your best interest at all times. At The Capeloto & Hedrick Co, our fiduciary duty means we put your interests first in every recommendation, every portfolio decision, and every piece of advice we provide.

What is the minimum investment to work with The Capeloto & Hedrick Co?

We work with individuals and families across a range of asset levels. Please contact us directly to discuss whether our services are a good fit for your situation.

Where is The Capeloto & Hedrick Co located?

We are based in Seattle, Washington and serve clients throughout the Puget Sound region and across Washington State. As an SEC-registered adviser, we can also serve clients in other states where we are appropriately registered.

Who custodies client assets?

All client assets are held at Charles Schwab, one of the largest and most respected custodians in the industry. We never take possession of client funds. Schwab provides independent account statements, online access, and robust security for your investments.

What services does The Capeloto & Hedrick Co offer?

We provide comprehensive financial planning, investment management, retirement planning, tax planning, estate planning coordination, divorce financial planning, employer benefits analysis, and life transition planning. Our approach is holistic, covering all aspects of your financial life.

Is The Capeloto & Hedrick Co registered with the SEC?

Yes. Foster Point Capital, LLC (doing business as The Capeloto & Hedrick Co) is registered with the Securities and Exchange Commission as an investment adviser. Our CRD number is 312356 and our registration can be verified on the SEC's Investment Adviser Public Disclosure (IAPD) website.

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