Access Wealth Planning, Llc
- Regulatory AUM
- $539M
- Discretionary
- $539M
- Clients
- 373
- Avg AUM / client
- $1.4M
- Accounts
- 1,009
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $89.4M | 16.6% |
| High net worth individuals | 121 | $437M | 81.0% |
| Pension and profit sharing plans | 7 | $7.4M | 1.37% |
| Charitable organizations | 1 | $347K | 0.06% |
| Corporations and other businesses | 2 | $5.4M | 1.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Howard Mark Hook | Member | CFP | Jul 2002 (24y) | 10% – 25% |
| Howard Scott Milove | Member | Jul 2002 (24y) | 10% – 25% | |
| Hagberg, Tracy, A | Chief Compliance Officer | May 2006 (20y) | Less than 5% | |
| Darren Lawrence Zagarola | Member | CFP | Jul 2006 (20y) | 50% – 75% |
| Lawrence Zagarola | Special Partner | Jan 2015 (12y) | Less than 5% | |
| Jeffrey Paul Schwartz | Registered representative | Oct 2002 (24y) | ||
| Mark Weisholtz | Registered representative | Dec 2006 (20y) | ||
| Michael Peter Chomiak | Registered representative | Jan 2007 (20y) | ||
| Carl J. Cappadona | Registered representative | Mar 2007 (19y) | ||
| Eleanore Kulakowski Szymanski | Registered representative | CFP | Jul 2008 (18y) | |
| John Edward Petrella | Registered representative | Jun 2013 (13y) | ||
| Alan Steven Merker | Registered representative | Jun 2013 (13y) | ||
| Levan Chubinishvili | Registered representative | CFP | Jul 2018 (8y) | |
| Bruce Michael Milove | Registered representative | Jan 2026 (1y) | ||
| Robert Sol Epstein | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $539M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗