# CFA financial advisors in New Jersey > In New Jersey, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Christopher Gething of Atherean Asset Management LLC, Andrew Mastro of Wrought Financial Planning and Gary Ribe of Accretive Wealth Partners. Page: https://find.wellspent.co/by/cfa-financial-advisors/new-jersey/ 58 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFA in New Jersey? In New Jersey, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Christopher Gething of Atherean Asset Management LLC, Andrew Mastro of Wrought Financial Planning and Gary Ribe of Accretive Wealth Partners. ## How many fee-only advisors who hold the CFA in New Jersey are there? The Wellspent public graph lists 58 fee-only advisors who hold the CFA in New Jersey, at 47 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFA in New Jersey located? Of the 58 fee-only advisors who hold the CFA in New Jersey, 4 are in Jersey City, followed by 4 in Parsippany and 3 in Cranford. ## How do fee-only advisors who hold the CFA in New Jersey charge? The most common fee among fee-only advisors who hold the CFA in New Jersey is a percentage of assets, used by 90% of the 58 with fees on file. Many use more than one: 60% charge fixed fees and 40% charge by the hour. ## How many fee-only advisors who hold the CFA in New Jersey hold the CFP? 43% of the 58 fee-only advisors who hold the CFA in New Jersey hold the CFP certification, based on the credentials listed on each record. ## 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. ## How does Wellspent decide who counts as fee-only advisors who hold the CFA? We count an advisor here when their record lists the CFA. ## What should I ask fee-only advisors who hold the CFA in New Jersey? Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge? ## How current is this list of fee-only advisors who hold the CFA 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 | |---|---|---|---|---| | [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer | | [Igor Smolyanskiy](https://find.wellspent.co/advisors/igor-smolyanskiy.md) | Vilga Financial Planning | Fair Lawn, New Jersey | CFA, CFP | Flat fee or retainer, Ongoing planning fee | | [Anthony Benante](https://find.wellspent.co/advisors/anthony-benante.md) | Baron Financial Group, LLC | Morristown, New Jersey | CFA, CFP, ChFC, FPQP, MBA | Percentage of assets, Fixed fees | | [Jay Lee](https://find.wellspent.co/advisors/jay-lee.md) | Ballaster Financial | Jersey City, New Jersey | CFA, CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Robert Tucker](https://find.wellspent.co/advisors/robert-tucker.md) | Tucker Wealth Advisory | Westfield, New Jersey | CFA, CFP | Subscription, One-time planning fee, Hourly | | [Frank Austin](https://find.wellspent.co/advisors/frank-austin.md) | Sustainable Financial Planning LLC | Hopatcong, New Jersey | BA, CFA, CFP, MBA, ChFC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [John Zeltmann](https://find.wellspent.co/advisors/john-zeltmann.md) | S.F. Ehrlich Associates, Inc. | Cranford, New Jersey | CFA, CFP | Percentage of assets, One-time planning fee | | [Robert Gregov](https://find.wellspent.co/advisors/robert-gregov.md) | Roche Financial Partners | Hopewell, New Jersey | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Eric Furey](https://find.wellspent.co/advisors/eric-furey.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | Percentage of assets | | [Gary Ribe](https://find.wellspent.co/advisors/gary-ribe.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | 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 | | [Claudia Saia](https://find.wellspent.co/advisors/claudia-saia.md) | Friedenthal Financial | Marlton, New Jersey | CFA | Percentage of assets, One-time planning fee | | [Frederic Wheeler](https://find.wellspent.co/advisors/frederic-wheeler.md) | Friedenthal Financial | Marlton, New Jersey | CFA | Percentage of assets, One-time planning fee | | [Jordan Kaufman](https://find.wellspent.co/advisors/jordan-kaufman.md) | Green Ridge Wealth Planning | Montville, New Jersey | CFP, CFA | Percentage of assets, Fixed fees | | [Nina Shaw](https://find.wellspent.co/advisors/nina-shaw.md) | The DBS Companies | Mendham, New Jersey | CFA | Percentage of assets, Hourly | | [Andrew Aran](https://find.wellspent.co/advisors/andrew-aran.md) | Regency Wealth Management | Ramsey, New Jersey | CFA | Percentage of assets, Fixed fees | | [Andrew Yashin](https://find.wellspent.co/advisors/andrew-yashin.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Blumstein](https://find.wellspent.co/advisors/jason-blumstein.md) | Julius Wealth Advisors | Englewood Cliffs, New Jersey | CFA | Percentage of assets, Fixed fees | | [Nicholas DeSantis](https://find.wellspent.co/advisors/nicholas-desantis.md) | Quaker Wealth Management | Moorestown, New Jersey | CFP, CFA | Percentage of assets, Fixed fees | | [Robert Barron](https://find.wellspent.co/advisors/robert-barron.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Sanjiv Jhaveri](https://find.wellspent.co/advisors/sanjiv-jhaveri.md) | SJ Capital Management | Monmouth Junction, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Parker](https://find.wellspent.co/advisors/timothy-parker.md) | Regency Wealth Management | Ramsey, New Jersey | CFA | Percentage of assets, Fixed fees | | [Valerie Lemmon](https://find.wellspent.co/advisors/valerie-lemmon.md) | Ridgewood Investments | Springfield, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Anil Kothari](https://find.wellspent.co/advisors/anil-kothari.md) | HappyRich Capital | Monroe Township, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Gething](https://find.wellspent.co/advisors/christopher-gething.md) | Atherean Asset Management LLC | Jersey City, New Jersey | CFA, CFP, EA | Percentage of assets, Fixed fees, Performance-based fees | | [Cynthia Meyer](https://find.wellspent.co/advisors/cynthia-meyer.md) | Real Life Planning | Gladstone, New Jersey | CFA, CFP, ChFC | Percentage of assets, Fixed fees | | [Elizabeth Miller](https://find.wellspent.co/advisors/elizabeth-miller.md) | Summit Place Financial Advisors | Summit, New Jersey | CFA, CFP | Percentage of assets | | [Gene Tortorello](https://find.wellspent.co/advisors/gene-tortorello.md) | 3i Wealth Management | Fairfield, New Jersey | CFA | Percentage of assets, Ongoing planning fee | | [Kevin Megargel](https://find.wellspent.co/advisors/kevin-megargel.md) | Viso Wealth Management LLC | Moorestown, New Jersey | CFP, CFA | Percentage of assets, Fixed fees | | [Ryan Volpe](https://find.wellspent.co/advisors/ryan-volpe.md) | Volpe Investments | Cranford, New Jersey | CFA | Percentage of assets, Fixed fees | | [Sean Severson](https://find.wellspent.co/advisors/sean-severson.md) | Withum Wealth Management | Red Bank, New Jersey | CFP, CFA | Percentage of assets | | [Jaclyn Campis](https://find.wellspent.co/advisors/jaclyn-campis.md) | Tomoro | Colts Neck, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Dowdeswell](https://find.wellspent.co/advisors/timothy-dowdeswell.md) | KDT Advisors | Princeton, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [David Fuhrman](https://find.wellspent.co/advisors/david-fuhrman.md) | Kensington Financial Advisors | Roseland, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [John Prokop](https://find.wellspent.co/advisors/john-prokop.md) | Tilson Financial Group | New Providence, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Katherine Feeney](https://find.wellspent.co/advisors/katherine-feeney.md) | Summit Place Financial Advisors | Summit, New Jersey | CFP, CFA | Percentage of assets | | [Matthew Hannum](https://find.wellspent.co/advisors/matthew-hannum.md) | Sterling Financial Planning | Sparta, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Michelle Wu](https://find.wellspent.co/advisors/michelle-wu.md) | Tenon Financial | Metuchen, New Jersey | CFP, CFA | Fixed fees | | [Phyllis Storms](https://find.wellspent.co/advisors/phyllis-storms.md) | Arrington Financial Advisors | Moorestown, New Jersey | CFP, CFA | Fixed fees | | [Bernard Picchi](https://find.wellspent.co/advisors/bernard-picchi.md) | Palisade Capital Management | Fort Lee, New Jersey | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Brent Robinson](https://find.wellspent.co/advisors/brent-robinson.md) | Palisade Capital Management | Fort Lee, New Jersey | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Christopher Clark](https://find.wellspent.co/advisors/christopher-clark.md) | Covenant Asset Management | Chester, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Gula](https://find.wellspent.co/advisors/christopher-gula.md) | Summit Place Financial Advisors | Hoboken, New Jersey | CFA | Percentage of assets | | [Christopher Rolf](https://find.wellspent.co/advisors/christopher-rolf.md) | Altrius Capital Management | Jersey City, New Jersey | CFA | Percentage of assets | | [Glen Thomas](https://find.wellspent.co/advisors/glen-thomas.md) | Sterling Financial Planning | Sparta, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Howard Chin](https://find.wellspent.co/advisors/howard-chin.md) | Seabridge Investment Advisors | Summit, New Jersey | CFA | Percentage of assets, Fixed fees | | [J. Manley](https://find.wellspent.co/advisors/j-manley.md) | Manley Capital Management | Far Hills, New Jersey | CFA | Percentage of assets, Fixed fees | | [John Guarino](https://find.wellspent.co/advisors/john-guarino.md) | Covenant Asset Management | Chester, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 58. The full list, page by page: https://find.wellspent.co/by/cfa-financial-advisors/new-jersey/?page=2 ## 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).