Angel Light Capital fees and pricing

Financial planner in Forest Hills, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 2, 2026, Angel Light Capital charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “Angel Light Capital offers on-going financial planning services for an annual fee of $5,000, billed at the end of each calendar quarter.”

Payment and refund terms, quoted from the fee section of the brochure.

“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Certain legacy clients may be billed under a different fee schedule.”

Its annual fee of $5,000 is below the New York median of $6,250. 39% of the 80 other New York planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Founded: 2022 (4 years).

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: 2% a year
Clients: 2
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $581,767
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332254
Website: angellightcapital.com (opens in new tab)
Phone: (917) 685-5507

Is something on this page wrong or out of date?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.