# Financial advisors for executives in New Jersey > For executives in New Jersey, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Joe Vecchio of Shore Financial Planning, LLC, Sean Lovison of Purpose Built Financial Services, LLC and Paul Esposito of Prestige Wealth Management Group. Page: https://find.wellspent.co/audiences/executives/new-jersey/ 25 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in New Jersey? For executives in New Jersey, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Joe Vecchio of Shore Financial Planning, LLC, Sean Lovison of Purpose Built Financial Services, LLC and Paul Esposito of Prestige Wealth Management Group. - [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio/), Shore Financial Planning, LLC, Monmouth Beach. Holds the CPA and CFP. Fees on file: flat fee or retainer. - [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison/), Purpose Built Financial Services, LLC, Moorestown. Holds the CPA and CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito/), Prestige Wealth Management Group, Flemington. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten/), Weingarten Associates, LLC, Lawrenceville. Holds the CFP. Fees on file: one-time planning fee. - [Richard Taborda](https://find.wellspent.co/advisors/richard-taborda/), LBT Wealth Management, Iselin. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Peter D'Agati](https://find.wellspent.co/advisors/peter-d-agati/), Stembrook Asset Management, Jersey City. Holds the CFA. Fees on file: percentage of assets. ## How many fee-only financial advisors in New Jersey work with executives? The Wellspent public graph lists 25 fee-only advisors for executives in New Jersey, at 16 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in New Jersey located? Of the 25 fee-only advisors for executives in New Jersey, 4 are in Flemington, followed by 3 in Westfield and 2 in Turnersville. ## How do fee-only advisors for executives in New Jersey charge? The most common fee among fee-only advisors for executives in New Jersey is a percentage of assets, used by 84% of the 25 with fees on file. Many use more than one: 44% charge by the hour and 44% charge fixed fees. ## How much do fee-only financial advisors charge in New Jersey? Fee-only financial advisors in New Jersey charge a median of $7,450 a year for ongoing planning. We found this across the published prices of 17 New Jersey firms. ## How much does a one-time financial plan cost in New Jersey? A one-time financial plan from a fee-only firm in New Jersey has a median price of $2,500. We found this across the published prices of 16 New Jersey firms. ## What credentials should a financial advisor for executives have? For executives, look for the CPA, CFA and CFP. In New Jersey, 40% of the 25 advisors listed hold the CFP. - CPA (8% of advisors listed): CPAs help with deferred compensation tax. - CFA (8% of advisors listed): The CFA helps with concentrated stock. - CFP (40% of advisors listed): The CFP keeps compensation in the wider plan. ## How do New Jersey advisors for executives compare with the rest of the US? 84% of fee-only advisors for executives in New Jersey charge a percentage of assets, compared with 94% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New Jersey tax income on top of federal tax? Yes. New Jersey has a state income tax, so a financial plan for a New Jersey resident should project it alongside federal tax. ## What happens to stock pay if you move to or from New Jersey? States often tax stock pay based on where you worked between grant and vesting, so a move to or from New Jersey can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in New Jersey? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for New Jersey tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in New Jersey? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | Ongoing planning fee | | [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio.md) | Shore Financial Planning, LLC | Monmouth Beach, New Jersey | CFP, CPA, MBA, PFS | Flat fee or retainer | | [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten.md) | Weingarten Associates, LLC | Lawrenceville, New Jersey | CFP, MBA | One-time planning fee | | [Steven Balch](https://find.wellspent.co/advisors/steven-balch.md) | | Ramsey, New Jersey | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Steven Boorstein](https://find.wellspent.co/advisors/steven-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Richard Taborda](https://find.wellspent.co/advisors/richard-taborda.md) | LBT Wealth Management | Iselin, New Jersey | CFP | Percentage of assets, Ongoing planning fee | | [John Fredrick](https://find.wellspent.co/advisors/john-fredrick.md) | RockCrest Financial | Somers Point, New Jersey | ChFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito.md) | Prestige Wealth Management Group | Flemington, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Peter D'Agati](https://find.wellspent.co/advisors/peter-d-agati.md) | Stembrook Asset Management | Jersey City, New Jersey | CFA | Percentage of assets | | [Thomas Kosinski](https://find.wellspent.co/advisors/thomas-kosinski.md) | Stembrook Asset Management | Red Bank, New Jersey | | Percentage of assets | | [Jeffrey Barnett](https://find.wellspent.co/advisors/jeffrey-barnett.md) | Fintegrity | Tenafly, New Jersey | | Ongoing planning fee, One-time planning fee | | [Jesse Celeste](https://find.wellspent.co/advisors/jesse-celeste.md) | Artistic Wealth | Red Bank, New Jersey | | Percentage of assets, Flat fee or retainer, Hourly, Subscription | | [David Tepp](https://find.wellspent.co/advisors/david-tepp.md) | Tepp Wealth Management | Westfield, New Jersey | PFS | Percentage of assets, Hourly, Fixed fees | | [Gregg Auerbach](https://find.wellspent.co/advisors/gregg-auerbach.md) | Meadowbrook Advisors | Bedminster, New Jersey | | Percentage of assets, Fixed fees | | [Nalby Nouh](https://find.wellspent.co/advisors/nalby-nouh.md) | Prestige Wealth Management Group | Flemington, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Dushyant Pandit](https://find.wellspent.co/advisors/dushyant-pandit.md) | Dorchester Advisors | Short Hills, New Jersey | | Percentage of assets | | [Lino DeAngelis](https://find.wellspent.co/advisors/lino-deangelis.md) | Alliance Wealth Management Group | Flemington, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Sara Solano](https://find.wellspent.co/advisors/sara-solano.md) | LodeStar | Long Valley, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Maria Garyfallos](https://find.wellspent.co/advisors/maria-garyfallos.md) | Tepp Wealth Management | Westfield, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Sarah Kovalakides](https://find.wellspent.co/advisors/sarah-kovalakides.md) | Tepp Wealth Management | Westfield, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Thomas Leidner](https://find.wellspent.co/advisors/thomas-leidner.md) | QP Wealth Management | Haven, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Hans Taenzer](https://find.wellspent.co/advisors/hans-taenzer.md) | Alliance Wealth Management Group | Roseland, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Johnathon Rosica](https://find.wellspent.co/advisors/johnathon-rosica.md) | Alliance Wealth Management Group | Flemington, New Jersey | | Percentage of assets, Hourly, Fixed fees | ## Related - [Retirement planning in New Jersey](https://find.wellspent.co/specialties/retirement-planning/new-jersey.md) - [Estate planning in New Jersey](https://find.wellspent.co/specialties/estate-planning/new-jersey.md) - [Tax planning in New Jersey](https://find.wellspent.co/specialties/tax-planning/new-jersey.md) - [Retirees in New Jersey](https://find.wellspent.co/audiences/retirees/new-jersey.md) - [Pre-retirees in New Jersey](https://find.wellspent.co/audiences/pre-retirees/new-jersey.md) - [Family wealth transfer in New Jersey](https://find.wellspent.co/specialties/family-wealth-transfer/new-jersey.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).