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
Website
facebook.com/ablewealth (opens in new tab)
Phone
(212) 634-7842

Can advise clients in 7 states: California, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas

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