# Brandon Furlan

> Brandon Furlan is a fee-only financial advisor at Capital Gains Advisory in Township Of Washington, New Jersey. Brandon charges a flat fee or retainer and focuses on flat-fee planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/brandon-furlan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Capital Gains Advisory
- **Based in:** Township Of Washington, New Jersey
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1M across 20 accounts
- **Specialties:** Flat-fee planning, Tax planning, Small business owners
- **Works with:** Founders
- **CRD:** 8318215 (https://adviserinfo.sec.gov/individual/summary/8318215)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2026)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.capitalgainsadvisory.com

## Frequently asked questions

### Is Brandon Furlan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Capital Gains Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon charges a flat fee or retainer.

### Where is Brandon Furlan based?

Brandon Furlan is based in Township Of Washington, New Jersey.

### What does Brandon specialize in?

Brandon's specialties include flat-fee planning, tax planning and small business owners. Brandon works with founders.

### Is Brandon Furlan registered with the SEC?

Yes. Brandon Furlan is registered as an investment adviser representative in NJ (CRD 8318215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Gains Advisory manage?

Capital Gains Advisory reports $1M across 20 accounts in assets under management.

### How do I contact Brandon Furlan?

Through Brandon's website, www.capitalgainsadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8318215): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://capitalgainsadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.