Capital B Advisory Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“Charges Hourly financial planning or consultation services at a rate of $125 per hour.”

Flat or project fee

$485

“A one-time model portfolio setup service for a flat fee of $485 for accounts with balances between $0 and $49,999.”

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

How Capital B Advisory Services LLC bills

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

• “Percentage of Assets Under Management Ongoing portfolio management services are only offered to accounts with balances of $50,000 or more at an annual fee of 1 percent of assets under management, billed quarterly in arrears.”
• “Advisory fees may be negotiable in certain circumstances.”
• “Billing Practices Advisory fees for ongoing portfolio management services are generally billed quarterly in arrears based on the value of assets under management.”

How Capital B Advisory Services LLC’s fees compare

• Its hourly rate of $125 is below the New Jersey median of $300. 2% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Middletown that publish an hourly rate charge less.
• Its flat or project fee of $485 is below the New Jersey median of $5,000. 4% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Capital B Advisory Services LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339698

Website

capital-b-advisory.com (opens in new tab)

Phone

(732) 708-2108

Other planners in Middletown that publish fees

• Grant Asset Management, LLCMiddletown$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000/yr
• Newport Wealth Management, LLCMiddletown$100⁠-⁠$500/hr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 4 planners in Middletown