CFA financial advisors in New Jersey
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Christopher Gething Atherean Asset Management LLC, Jersey City Holds the CFP, CFA and EA. Fees on file: percentage of assets, fixed fees.
- Andrew Mastro Wrought Financial Planning, Haddonfield Holds the CFP and CFA. Fees on file: ongoing planning fee, flat fee or retainer.
- Gary Ribe Accretive Wealth Partners, Parsippany Holds the CFP and CFA. Fees on file: percentage of assets.
- Sweta Bhargav Adviso Wealth, Princeton Holds the CFP and CFA. Fees on file: flat fee or retainer, hourly.
- Frank Austin Sustainable Financial Planning LLC, Hopatcong Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Jay Lee Ballaster Financial, Jersey City Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
By the numbers
- Advisors listed
- 58
- Firms
- 47
- Cities
- 38
- Hold the CFP
- 43%
- Other credentials: CFA 100% · EA 2% · ChFC 5%
- How they charge (of 58 with fees on file): percentage of assets 90% · fixed fees 60% · hourly 40% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
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.
All 58 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Anthony Benante | Baron Financial Group, LLC | Morristown | CFA, CFP, ChFC, FPQP | Percentage of assets, Fixed fees |
| Jay Lee | Ballaster Financial | Jersey City | CFA, CFP | Percentage of assets, Flat fee or retainer |
| Robert Tucker Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options. | Tucker Wealth Advisory | Westfield | CFA, CFP | Subscription, One-time planning fee |
| Frank Austin | Sustainable Financial Planning LLC | Hopatcong | BA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| John Zeltmann | S.F. Ehrlich Associates, Inc. | Cranford | CFA, CFP | Percentage of assets, One-time planning fee |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Eric Furey | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Gary Ribe | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| 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 |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Nina Shaw | The DBS Companies | Mendham | CFA | Percentage of assets, Hourly |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Yashin | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| Nicholas DeSantis | Quaker Wealth Management | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| Christopher Gething | Atherean Asset Management LLC | Jersey City | CFA, CFP, EA | Percentage of assets, Fixed fees |
| Cynthia Meyer | Real Life Planning | Gladstone | CFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Elizabeth Miller | Summit Place Financial Advisors | Summit | CFA, CFP | Percentage of assets |
| Gene Tortorello | 3i Wealth Management | Fairfield | CFA | Percentage of assets, Ongoing planning fee |
| Kevin Megargel | Viso Wealth Management LLC | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Ryan Volpe | Volpe Investments | Cranford | CFA | Percentage of assets, Fixed fees |
| Sean Severson | Withum Wealth Management | Red Bank | CFP, CFA | Percentage of assets |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Timothy Dowdeswell | KDT Advisors | Princeton | CFA | Percentage of assets, Hourly |
| David Fuhrman | Kensington Financial Advisors | Roseland | CFP, CFA | Percentage of assets, Hourly |
| John Prokop | Tilson Financial Group | New Providence | CFP, CFA | Percentage of assets, Hourly |
| Katherine Feeney | Summit Place Financial Advisors | Summit | CFP, CFA | Percentage of assets |
| Matthew Hannum | Sterling Financial Planning | Sparta | CFP, CFA | Percentage of assets, Hourly |
| Michelle Wu | Tenon Financial | Metuchen | CFP, CFA | Fixed fees |
| Phyllis Storms | Arrington Financial Advisors | Moorestown | CFP, CFA | Fixed fees |
| Bernard Picchi | Palisade Capital Management | Fort Lee | CFA | Percentage of assets, Fixed fees |
| Brent Robinson | Palisade Capital Management | Fort Lee | CFA | Percentage of assets, Fixed fees |
| Christopher Clark | Covenant Asset Management | Chester | CFA | Percentage of assets, Hourly |
| Christopher Gula | Summit Place Financial Advisors | Hoboken | CFA | Percentage of assets |
| Christopher Rolf | Altrius Capital Management | Jersey City | CFA | Percentage of assets |
| Glen Thomas | Sterling Financial Planning | Sparta | CFA | Percentage of assets, Hourly |
| Howard Chin | Seabridge Investment Advisors | Summit | CFA | Percentage of assets, Fixed fees |
| J. Manley | Manley Capital Management | Far Hills | CFA | Percentage of assets, Fixed fees |
| John Guarino | Covenant Asset Management | Chester | CFA | Percentage of assets, Hourly |
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