Capital Gains Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$15,000

“A one-time financial plan is a fixed fee generally ranging from $5,000 to $15,000 depending on complexity, due on delivery of the plan.”

Annual fee

$6,000⁠-⁠$30,000/yr

“An ongoing planning and consulting relationship is a fixed annual fee generally ranging from $6,000 to $30,000 depending on complexity, billed quarterly in arrears in approximately equal installments.”

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

How Capital Gains Advisory bills

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

• “Financial planning and consulting is billed on a fixed-fee basis; ongoing discretionary investment management is billed as a percentage of assets under management.”
• “All fees are negotiable at the firm’s discretion.”
• “Financial planning and consulting is billed as a fixed fee, agreed in writing in advance.”

How Capital Gains Advisory’s fees compare

• Its flat or project fee of $5,000-$15,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• Its annual fee of $6,000-$30,000 spans the New Jersey median of $6,318. 79% of the 47 other New Jersey planners that publish an annual fee charge less.

About Capital Gains Advisory

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

Planning areas mentioned in the brochure

• Military and veterans

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% a year

Minimum

$7,000 minimum fee (stated in brochure)

Clients

3

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343790

Website

capitalgainsadvisory.com (opens in new tab)

Phone

(732) 598-0179

Other planners in Township Of Washington that publish fees

• Grundy Financial Advisory ServicesTownship Of Washington$215/hr, $3,200⁠-⁠$4,500
• 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
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey