Mainstay Capital LLC

Mainstay Capital is dedicated to serving the community with honesty and transparency.

Fee-only

Mainstay Capital is a fee-only financial planning firm that provides comprehensive wealth management services. In short, we advise on and manage your investments for a flat fee that is easily calculated on a handheld calculator. Some other firms may say they charge less, but they pack the fees into the price of their "wrap" products, making it impossible to calculate how much you're paying, and for what. They may sell you "products" that aren't in your best interest. We don't. That is the difference between fee-only and fee-based.

If our advisors determine you have a need for a product, we search out the best options in the market. We don't take commissions or kick-backs. This removes the incentive to "sell". This is how the industry should be and is at Mainstay Capital.

Fiduciary

We serve a fiduciary duty, meaning we are required to act in the best interest of our clients. We put our client's needs, wants, and interests above our own. Clients pay a flat fee for the peace of mind that we have no incentive to steer them in the wrong direction.

Certified Financial Planner

As a firm policy, we employ CFP® qualified advisors who have made an oath to abide by a code of ethics as part of their designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services.

To gain certification, a financial advisor must pass the 7-hour CFP® Certification Examination, have a minimum of three years of client-facing experience, acquire the fundamental coursework in financial planning, and agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility. Many consider this the Gold Standard in the Financial Advising community.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2073 Palmetto St. #44 Middleburg, FL 32068 Phone: (813) 699-9317

Primary Office

2073 Palmetto St. #44 Middleburg, FL 32068 Phone: (813) 699-9317