Firm
Mountain Avenue Capital
New Providence, New Jersey
Fee-only
Mountain Avenue Capital at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 21 individual clients, 17 of them high net worth.
- Its average account is about $638,000 (assets it manages divided by its 23 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | New Providence, New Jersey |
|---|---|
| Phone | (908) 516-2108 |
Mountain Avenue Capital fees
Mountain Avenue Capital 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 4 |
| High-net-worth clients | 17 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 326852 |
Advisors at this firm (1)
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