Able Wealth Management LLC fees and pricing
Financial planner in Toms River, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Able Wealth Management LLC charges $250-$500 an hour and a flat or project fee of $2,500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The negotiated hourly fee for these services is between $250 and $500.”
- Flat or project fee
- $2,500-$100,000
“The negotiated fixed rate for creating client financial plans is between $2,500 and $100,000. ● Hourly Fees:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Able Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, and the fee schedule is outlined below.”
- “Clients may terminate the agreement without penalty for a full refund of AWML's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are negotiable, and the fee schedule is outlined below.”
How Able Wealth Management LLC’s fees compare
- Its hourly rate of $250-$500 spans the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$100,000 spans the New Jersey median of $5,000. 97% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Able Wealth Management LLC
- Firm size: 7 employees.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 937
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $579,538,342
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298085
- Phone
- (212) 634-7842
Can advise clients in 7 states: California, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
- Align Advisor Group, LLCVineland$5,000, $300/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.