Sara Hutman
Able Wealth Management · Toms River, New Jersey
Sara Hutman is a fee-only financial advisor at Able Wealth Management in Toms River, New Jersey. Sara charges a percentage of assets and a flat fee or retainer and focuses on estate & legacy planning, tax planning and equity compensation.
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Specialties
Facts
| Firm | Able Wealth Management |
|---|---|
| Based in | Toms River, New Jersey |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $579.5M across 2,109 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7999451 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ablewealth.co |
How Sara's firm compares
- Able Wealth Management's average account is about $275,000, from its Form ADV (assets managed divided by 2,109 accounts).
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Questions about Sara
Is Sara Hutman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Able Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara charge for financial advice?
Sara charges a percentage of assets and a flat fee or retainer.
Where is Sara Hutman based?
Sara Hutman is based in Toms River, New Jersey.
What does Sara specialize in?
Sara's specialties include estate & legacy planning, tax planning and equity compensation.
Is Sara Hutman registered with the SEC?
Yes. Sara Hutman is registered as an investment adviser representative in NJ (CRD 7999451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Able Wealth Management manage?
Able Wealth Management reports $579.5M across 2,109 accounts in assets under management.
How do I contact Sara Hutman?
Through Sara's website, www.ablewealth.co.
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
- Able Wealth Management 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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