# Yoel Kaplowitz

> Yoel Kaplowitz is a fee-only financial advisor at Able Wealth Management in Toms River, New Jersey, who holds the CFP credential. Yoel charges a percentage of assets and a flat fee or retainer and focuses on estate & legacy planning, tax planning and equity compensation.

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

## Facts

- **Firm:** Able Wealth Management
- **Based in:** Toms River, New Jersey
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $579.5M across 2,109 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Equity compensation
- **CRD:** 6114542 (https://adviserinfo.sec.gov/individual/summary/6114542)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.ablewealth.co

## Frequently asked questions

### Is Yoel Kaplowitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Yoel 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 Yoel charge for financial advice?

Yoel charges a percentage of assets and a flat fee or retainer.

### Where is Yoel Kaplowitz based?

Yoel Kaplowitz is based in Toms River, New Jersey.

### What does Yoel specialize in?

Yoel's specialties include estate & legacy planning, tax planning and equity compensation.

### What credentials does Yoel Kaplowitz hold?

Yoel Kaplowitz holds the CFP credential.

### Is Yoel Kaplowitz registered with the SEC?

Yes. Yoel Kaplowitz is registered as an investment adviser representative in NJ (CRD 6114542), 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 Yoel Kaplowitz?

Through Yoel's website, www.ablewealth.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6114542): 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://ablewealth.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.