Jared Paul
Capable Wealth · Albany, New York
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.
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Specialties
Who they serve
- Physicians
- High earners
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 |
| Assets under management | $21.2M across 202 accounts |
| Credentials | CFP · CIMA |
| SEC registration | Investment adviser representative in CT, MA, NY, TX · CRD 5561191 |
| Exams passed | Series 63 (2008) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | capablewealth.com |
| Profile |
How Jared's firm compares
- Capable Wealth's average account is about $105,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Capable Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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