Albert Elorm Akpaloo
Advisor at Capitalwize, LLC — Atlanta, GA
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.
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.
Credentials
Series 66
Experience Industry experience
3 years
Location
Atlanta, GA 30309
Capitalwize, LLC
Team
Albert Akpaloo is a Series 66-licensed financial advisor at Capitalwize, LLC with three years of industry experience. His prior roles include positions at Ameriprise Financial Services, Edward Jones, and TallGrass Financial Planning. Outside of advising, he owns retail and consulting businesses and serves on the board of a nonprofit organization. Capitalwize is a fee-only financial planning firm that serves individuals and business entities, focusing on non-high-net-worth clients. The firm offers various advisory engagements and group educational seminars, commonly utilizing third-party managers for portfolio management while providing oversight and client liaison services.
Based on Capitalwize, LLC
Based on Capitalwize, LLC
Financial Freedom Framework: $12,500 one-time; Wealth Builders Blueprint: $28,000 six months; Private Client Advisory: $35,000 annually; Alumni program: $3,997 annually; Financial audit fee starting at $2,500
$0 - $250,000: 0.99% annually $250,000 - $999,999: 0.75% annually $1,000,000+: negotiable
Starting at $500 per hour
Fee-only: Fixed fees ranging from $3,997 annually to $35,000 annually for various advisory programs; hourly fees starting at $500/hour
Atlanta, GA
1100 Peachtree St. NE, Ste. 200
Atlanta GA 30309
Advisors at this office
6
Georgia
3 years of industry experience
TallGrass Financial Planning
2026 - Present • 1 year
Bixby, OK
Capitalwize, LLC
2026 - Present • 1 year
Atlanta, GA
LPL Enterprise LLC
2026 - 2026 • 1 year
Plano, TX
Micro1
2026 - 2026 • 1 year
Palo Alto, CA
Ameriprise Financial Services, LLC
2024 - 2026 • 2 years
Tulsa, OK
Edward Jones
2022 - 2024 • 2 years
Tulsa, OK
At&t
2020 - 2020 • 1 year
Tulsa, OK
Ally Bank (Alorica)
2019 - 2020 • 1 year
Tulsa, OK
Hope International Ministries
2018 - 2022 • 4 years
Tulsa, OK
Oral Roberts University
2016 - 2018 • 2 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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