Access Wealth Planning, LLC

Access Wealth Planning, LLC (CRD# 112973) is a financial advisory firm headquartered in Roseland, NJ. They manage $279,111,963 in 407 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $685,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, TX, VA

Financial Advisors at Access Wealth Planning, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Jamal L. Mahmood
CRD#: 3048473
4 Becker Farm Road, 1st Floor, Roseland, NJ 07068
96
Wealthminder
score

Jamal Mahmood (CRD# 3048473) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 13 years of experience in the finance industry. Jamal Mahmood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carl J. Cappadona
CRD#: 5283717
4 Becker Farm Road, 1st Floor, Roseland, NJ 07068
93
Wealthminder
score

Carl Cappadona (CRD# 5283717) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 11 years of experience in the finance industry.

3
Michael P. Chomiak
CRD#: 5278483
4 Becker Farm Road, 1st Floor, Roseland, NJ 07068
93
Wealthminder
score

Michael Chomiak (CRD# 5278483) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 11 years of experience in the finance industry.

4
Alan S. Merker
CRD#: 4800952
999 Riverview Drive, Totowa, NJ 07512
93
Wealthminder
score

Alan Merker (CRD# 4800952) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Totowa, NJ and has over 18 years of experience in the finance industry.

5
Howard S. Milove
CRD#: 3230483
4 Becker Farm Road, Roseland, NJ 07068
93
Wealthminder
score

Howard Milove (CRD# 3230483) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 17 years of experience in the finance industry.

6
John E. Petrella
CRD#: 4800955
999 Riverview Drive, Totowa, NJ 07512
93
Wealthminder
score

John Petrella (CRD# 4800955) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Totowa, NJ and has over 18 years of experience in the finance industry.

7
Jeffrey P. Schwartz
CRD#: 4434947
1115 Clifton Avenue, Clifton, NJ 07015
93
Wealthminder
score

Jeffrey Schwartz (CRD# 4434947) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Clifton, NJ and has over 15 years of experience in the finance industry.

8
Mark Weisholtz
CRD#: 1380800
4 Becker Farm Road, 1st Floor, Roseland, NJ 07068
93
Wealthminder
score

Mark Weisholtz (CRD# 1380800) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 11 years of experience in the finance industry.

9
Lawrence Zagarola
CRD#: 4411966
4 Becker Farm Road, Roseland, NJ 07068
93
Wealthminder
score

Lawrence Zagarola (CRD# 4411966) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 16 years of experience in the finance industry.

10
Howard M. Hook
CRD#: 4199828
4 Becker Farm Road, Roseland, NJ 07068
86
Wealthminder
score

Howard Hook (CRD# 4199828) is an Investment Advisor Representative working at Access Wealth Planning, LLC in Roseland, NJ and has over 17 years of experience in the finance industry. Howard Hook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.