Investment Capital Advisors fees and pricing

Published fees

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

Hourly rate

$375/hr

“After the initial year, subsequent financial planning services will be based on the Advisor’s hourly fee rate of $375 per hour, invoiced directly to the client and payable monthly in arrears.”

Flat or project fee

$400⁠-⁠$3,000

“For clients that require ongoing comprehensive financial planning advice and guidance, but who are not portfolio management clients of ICA being charged the Asset Management Fee described above, ICA will charge a fixed fee for comprehensive financial planning services ranging from $400 to $3,000.”

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

How Investment Capital Advisors bills

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

• “Fees paid in arrears shall be based on the value of portfolio assets of the account managed by the Advisor as of the close of business on the last business day of the quarter.”
• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “For client accounts where it is not practicable to directly deduct fees, the client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”

How Investment Capital Advisors’ fees compare

• Its hourly rate of $375 is above 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 $400-$3,000 is below the New Jersey median of $5,000. 17% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Investment Capital Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning

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

3% a year

Clients

373

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$109,961,139

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298788

Website

anthonylocascio.com (opens in new tab)

Phone

(908) 730-8599

Can advise clients in 8 states: Delaware, Florida, Louisiana, North Carolina, New Jersey, Pennsylvania, South Carolina, Virginia

Other planners in Clinton that publish fees

• Tranquilli Financial Advisor, LLCClinton$550/hr, $1,500⁠-⁠$10,000
• 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