Capable Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“One-Time Financial Planning One-Time Financial Planning can either be paid based on an hourly rate of $300 per hour or a fixed fee ranging from $500 - $35,000.”

Flat or project fee

$500⁠-⁠$35,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capable Wealth, LLC bills

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

• “Generally, clients with a larger investment portfolio in need of investment management are billed at the AUM rate.”
• “For clients billed at the AUM rate, ongoing financial planning is included as part of this fee.”
• “Note: legacy clients may be charged at a different rate and/or services may be billed separately.”

How Capable Wealth, LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$35,000 spans the New York median of $4,500. 93% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Latham that publish a flat or project fee charge less.

About Capable Wealth, LLC

• Principal: Jared Paul
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

57

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$21,246,052

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

288448

Website

capablewealth.com (opens in new tab)

Phone

(518) 290-7723

Can advise clients in 3 states: Connecticut, Massachusetts, New York

Other planners in Latham that publish fees

• Monthie Wealth AdvisorsLatham$150⁠-⁠$375/hr, $350⁠-⁠$10,000
• Sibir Investment AdvisorsLatham$500⁠-⁠$1,500
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 4 planners in Latham