Capable Wealth
Albany, New York
Capable Wealth 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 CFP.
- Its Form ADV reports 1 employee and 57 individual clients, 8 of them high net worth.
- Its average account is about $105,000 (assets it manages divided by its 202 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Albany, New York |
|---|---|
| Website | capablewealth.com |
| [email protected] | |
| Phone | (518) 290-7723 |
Questions about Capable Wealth
How is Capable Wealth paid?
Capable Wealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Capable Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Capable Wealth.
What is the average account at Capable Wealth?
Capable Wealth's average account is about $105,000. That's the assets on its Form ADV divided by its 202 accounts.
What does Capable Wealth specialize in?
Capable Wealth's advisors and website list physicians & residents, founders (pre-exit), tax planning and estate & legacy planning.
Capable Wealth fees
Capable Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $21 million |
| Individual clients | 49 |
| High-net-worth clients | 8 |
| Accounts managed | 202 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 9, 2026 |
| SEC record | CRD 288448 |