Financial advisors for executives in New Jersey
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Joe Vecchio Shore Financial Planning, LLC, Monmouth Beach Holds the CPA and CFP. Fees on file: flat fee or retainer.
- 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 Prestige Wealth Management Group, Flemington Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Ken Weingarten Weingarten Associates, LLC, Lawrenceville Holds the CFP. Fees on file: one-time planning fee.
- Richard Taborda LBT Wealth Management, Iselin Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- 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.
Plus 13 in other cities.
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.
- CPA8% in New Jersey
- CPAs help with deferred compensation tax.
- CFA8% in New Jersey
- The CFA helps with concentrated stock.
- CFP40% in New Jersey
- 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.
Dark bars are New Jersey. Light bars are all US advisors for executives.
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.
All 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Hans Taenzer | Alliance Wealth Management Group | Roseland | Not listed | Percentage of assets, Hourly |
| Johnathon Rosica | Alliance Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
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