Firm
Angel Light Capital
Forest Hills, New York
Fee-only
Angel Light Capital at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 2 individual clients.
- Its average account is about $116,000 (assets it manages divided by its 5 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Forest Hills, New York |
|---|---|
| Website | angellightcapital.com |
| [email protected] | |
| Phone | (917) 685-5507 |
Angel Light Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% to 1.5% a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee |
In the firm's words
"Average annual fee range: 1% - 1.50% with a minimum investment of $500,000" source
"Average annual fee range: 1% - 1.50% with a minimum investment of $500,000" source
"Average annual fee range: 1% - 1.50% with a minimum investment of $500,000" source
"Average annual fee range: 1% - 1.50% with a minimum investment of $500,000" source
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 | $1 million |
| Individual clients | 2 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130761) |
| Financial planning | Offered |
| Form ADV filed | January 2, 2026 |
| SEC record | CRD 332254 |