# Jared Paul

> Jared Paul is a fee-only financial advisor at Capable Wealth in Albany, New York, who holds the CFP and CIMA credentials. Jared focuses on physicians & residents, founders (pre-exit) and tax planning. Capable Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-paul/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Capable Wealth
- **Based in:** Albany, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.2M across 202 accounts
- **Credentials:** CFP, CIMA
- **Specialties:** Physicians & residents, Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Physicians, High earners
- **CRD:** 5561191 (https://adviserinfo.sec.gov/individual/summary/5561191)
- **SEC registration:** Investment adviser representative in CT, MA, NY, TX
- **Exams passed:** Series 63 (2008), Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://capablewealth.com

## Frequently asked questions

### Is Jared Paul a fee-only financial advisor?

Yes. Jared Paul is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jared's firm.

### How does Jared charge for financial advice?

Jared's firm, Capable Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Jared charge?

According to Capable Wealth's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.

### Where is Jared Paul based?

Jared Paul is based in Albany, New York.

### What does Jared specialize in?

Jared's specialties include physicians & residents, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Jared works with physicians and high earners.

### What credentials does Jared Paul hold?

Jared Paul holds the CFP and CIMA credentials.

### Is Jared Paul registered with the SEC?

Yes. Jared Paul is registered as an investment adviser representative in CT, MA, NY and TX (CRD 5561191), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Capable Wealth manage?

Capable Wealth reports $21.2M across 202 accounts in assets under management.

### How do I contact Jared Paul?

Through Jared's website, capablewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39468): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.capablewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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