Mountain Avenue Capital LLC fees and pricing

Financial planner in New Providence, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Mountain Avenue Capital LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Services are offered based on an hourly fee of $300 per hour.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 21
Employees: 1
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $14,676,182
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326852
Phone: (908) 516-2108

Can advise clients in 2 states: New Jersey, Texas

Is something on this page wrong or out of date?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