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 12 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 10 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 10 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 17 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 16 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 16 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 14 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 10 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 15 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 16 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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