Brandon Furlan
Capital Gains Advisory · Township Of Washington, New Jersey
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Capital Gains Advisory |
|---|---|
| Based in | Township Of Washington, New Jersey |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $1M across 20 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 8318215 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.capitalgainsadvisory.com |
How Brandon's firm compares
- Capital Gains Advisory's average account is about $50,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Capital Gains Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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