Firm
Able Wealth Management
Toms River, New Jersey
Fee-only
Able Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 937 individual clients, 195 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 2,109 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Toms River, New Jersey |
|---|---|
| Website | ablewealth.co |
| Phone | (212) 634-7842 |
Able Wealth Management fees
Able Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $580 million |
| Individual clients | 742 |
| High-net-worth clients | 195 |
| Accounts managed | 2,109 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-128199) |
| Financial planning | Offered |
| Form ADV filed | June 16, 2026 |
| SEC record | CRD 298085 |