Firm
Capital Gains Advisory
Township Of Washington, New Jersey
Fee-only
Capital Gains Advisory at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 3 individual clients.
- Its average account is about $50,000 (assets it manages divided by its 20 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 | Township Of Washington, New Jersey |
|---|---|
| Website | capitalgainsadvisory.com |
| Phone | (732) 598-0179 |
Capital Gains Advisory fees
Capital Gains Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: 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 | $1 million |
| Individual clients | 3 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 20, 2026 |
| SEC record | CRD 343790 |