Yoel Kaplowitz
Able Wealth Management · Toms River, New Jersey
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 6114542 |
| Exams passed | Series 66 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ablewealth.co |
How Yoel'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 Yoel
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.
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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