Jared Paul
Advisor at Capable Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capable Wealth, LLC
Location
Albany, NY 12207-1626
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
About
Jared Paul is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Capable Wealth, LLC in Albany, NY. Prior to founding Capable Wealth in 2017, he worked at Columbia Management Investment Distributors, Inc. from 2012 to 2017. Outside of his advisory role, he is a partner in DeepSea Consulting, LLC, a consulting business focused on Web3 technology implementation strategies. Capable Wealth provides financial planning, investment management, and educational seminars primarily to individuals, business owners, and high-net-worth clients, with a specialized focus on orthopedic surgeons. The firm emphasizes comprehensive planning, strategic asset allocation, tax efficiency, and a combination of passive and active investment strategies tailored to client objectives.
Client services
Based on Capable Wealth, LLC
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Capable Wealth, LLC
Business exit / sale strategy
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Fee options
Ongoing Financial Planning: annual flat fee $0 to $35,000; One-Time Financial Planning fixed fee $500 to $35,000; Educational Seminars/Speaking Engagements fees range from $0 to $10,000 per seminar
One-Time Financial Planning hourly rate: $300 per hour
Fee-only: Ongoing Financial Planning: flat annual fee ranging from $0 to $35,000, paid monthly or quarterly in advance; One-Time Financial Planning: fixed fee from $500 to $35,000 or hourly rate of $300 per hour
Location
150 State St, 4th Floor
Albany, NY 12207-1626
Most active in
Jared P has reported serving >5 clients in these states in the last 12 months.
Connecticut · Massachusetts · New York · Texas
Work history
Capable Wealth
2017 - Present (9 years)
Columbia Management Investment Distributors, Inc
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
James M
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Albany, NY
JM Advisors, LLC
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