Firm
Capital Counsel
New York, New York
Fee-only
Capital Counsel at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 13 employees and 214 individual clients, 199 of them high net worth.
- Its average account is about $3.7 million (assets it manages divided by its 785 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 | New York, New York |
|---|---|
| Website | capitalcounsel.com |
| Phone | (212) 350-9333 |
Capital Counsel 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.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our account minimum is $2 million, although we manage smaller accounts for the children, grandchildren, and friends of our clients." source
"Our account minimum is $2 million, although we manage smaller accounts for the children, grandchildren, and friends of our clients." source
"we receive fees based on the market value of the assets we manage for our clients." 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 |
|---|---|
| Assets managed | $2.9 billion |
| Individual clients | 15 |
| High-net-worth clients | 199 |
| Accounts managed | 785 |
| Employees | 13 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-56844) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 109001 |