Joel Stillman
Joel Stillman is a CFP-designated registered investment advisor at Capitol Financial Consultants, INC., based in Mclean, VA, with 43 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 108 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
8180 Greensboro Drive, Suite 1150, Mclean, VA, 22102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is the President and COO of Capitol Financial Consultants, Inc., a financial advisory firm, dedicating about half his time to it. He is also the President, Director, and Owner of JOJES Inc., an insurance brokerage, spending minimal time on management duties, and a basketball referee, spending a few hours per week refereeing games.
Employment History
Current Registrations
Capitol Financial Consultants, INC.
Previous Registrations
Sterling Wealth Management, INC.
Capitol Securities Management, INC.Broker
Investors Security Company, INC.Broker
Derand Investment Corporation of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.