# CFP financial advisors in New Jersey

> In New Jersey, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Christopher Gething of Atherean Asset Management LLC, Robert Gregov of Roche Financial Partners and John Zeltmann of S.F. Ehrlich Associates, Inc..

Page: https://find.wellspent.co/by/cfp-financial-advisors/new-jersey/
213 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 CFP in New Jersey?

In New Jersey, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Christopher Gething of Atherean Asset Management LLC, Robert Gregov of Roche Financial Partners and John Zeltmann of S.F. Ehrlich Associates, Inc..

## How many fee-only advisors who hold the CFP in New Jersey are there?

The Wellspent public graph lists 213 fee-only advisors who hold the CFP in New Jersey, at 151 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in New Jersey located?

Of the 213 fee-only advisors who hold the CFP in New Jersey, 14 are in Red Bank, followed by 12 in Princeton and 7 in Moorestown.

## How do fee-only advisors who hold the CFP in New Jersey charge?

The most common fee among fee-only advisors who hold the CFP in New Jersey is a percentage of assets, used by 85% of the 211 with fees on file. Many use more than one: 64% charge fixed fees and 43% charge by the hour.

## How many fee-only advisors who hold the CFP in New Jersey hold the CFP?

100% of the 213 fee-only advisors who hold the CFP 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 CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in New Jersey?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP 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 |
|---|---|---|---|---|
| [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [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 |
| [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 |
| [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time 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 |
| [Andy Panko](https://find.wellspent.co/advisors/andy-panko.md) | Tenon Financial | Metuchen, New Jersey | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| [Ann Minnium](https://find.wellspent.co/advisors/ann-minnium.md) | Concierge Financial Planning, LLC | Margate City, New Jersey | CFP | Hourly, One-time planning fee |
| [Edward Leach](https://find.wellspent.co/advisors/edward-leach.md) | Highland Financial Advisors, LLC | Wayne, New Jersey | CEPA, CFP, MBA | Percentage of assets |
| [Tomas Geoghegan](https://find.wellspent.co/advisors/tomas-geoghegan.md) | Beacon Hill Private Wealth | Summit, New Jersey | CFP, CIMA, CPWA, MBA, RMA | Percentage of assets, One-time planning fee |
| [Bernard Kiely](https://find.wellspent.co/advisors/bernard-kiely.md) | Kiely Capital Management, Inc. | Morristown, New Jersey | BA, CFP, CPA, MBA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |
| [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 |
| [Jeremy Chambers](https://find.wellspent.co/advisors/jeremy-chambers.md) | the hourly advisor llc | Hoboken, New Jersey | CFP | Hourly |
| [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus.md) | Sound Wealth LLC | Marlton, New Jersey | CFP, EA | Percentage of assets, Hourly, Fixed fees |
| [Thomas Mullooly](https://find.wellspent.co/advisors/thomas-mullooly.md) | Mullooly Asset Management, Inc. | Wall Township, New Jersey | CFP | Percentage of assets, 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 |
| [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 |
| [Kevin Peacock](https://find.wellspent.co/advisors/kevin-peacock.md) | Astra Wealth Partners, LLC | Jersey City, New Jersey | CAIA, CFP, EA | Percentage of assets, Fixed fees, Performance-based fees |
| [Michael Maye](https://find.wellspent.co/advisors/michael-maye.md) | MJM Financial Advisors, LLC | Gillette, New Jersey | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Mike Schupak](https://find.wellspent.co/advisors/mike-schupak.md) | Astra Wealth Partners LLC | Jersey City, New Jersey | CFP, EA | Percentage of assets, Fixed fees, Performance-based fees |
| [Robert Tucker](https://find.wellspent.co/advisors/robert-tucker.md) | Tucker Wealth Advisory | Westfield, New Jersey | CFA, CFP | Subscription, One-time planning fee, Hourly |
| [Ryan Dunn](https://find.wellspent.co/advisors/ryan-dunn.md) | Novi Wealth Partners | Princeton, New Jersey | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Sage Vincent](https://find.wellspent.co/advisors/sage-vincent.md) | PortSalus Wealth Management | Metuchen, New Jersey | CFP, CFS, CIMA, CMT, CRPS, MSFS | Percentage of assets, Fixed fees |
| [Ajay Kaisth](https://find.wellspent.co/advisors/ajay-kaisth.md) | KAI Advisors | Princeton Jct, New Jersey | CFP, CRPC, MA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee |
| [Asta Sanders](https://find.wellspent.co/advisors/asta-sanders.md) | Empowered Retirement, Inc. | Roseland, New Jersey | CFP, CPWA, EA | Percentage of assets, Hourly, Fixed fees |
| [Chuck Rose](https://find.wellspent.co/advisors/chuck-rose.md) | Granite Rose Wealth Alliance LLC | Fairfield, New Jersey | CFP | One-time planning fee |
| [Constance Herrstrom](https://find.wellspent.co/advisors/constance-herrstrom.md) | Premier Financial Planning, Inc. | Princeton, New Jersey | BS, CFP, MBA | Flat fee or retainer, Hourly, Percentage of assets, Ongoing planning fee |
| [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 |
| [Jenna VanLeeuwen](https://find.wellspent.co/advisors/jenna-vanleeuwen.md) | Aligning Wealth | Jersey City, New Jersey | CEPA, CFP | Percentage of assets, Hourly, Fixed fees |
| [John Foligno](https://find.wellspent.co/advisors/john-foligno.md) | Grand Life Financial LLC | Summit, New Jersey | CFP | Percentage of assets, Hourly |
| [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 |
| [Nicholas LaVerghetta](https://find.wellspent.co/advisors/nicholas-laverghetta.md) | NCM Capital Management, LLC | Long Beach Island, New Jersey | CFP | Hourly |
| [Paul Cipriano](https://find.wellspent.co/advisors/paul-cipriano.md) | Cipriano Wealth Management | Florham Park, New Jersey | CFP, MBA | Percentage of assets, Hourly, Fixed fees |
| [Robert B Walsh](https://find.wellspent.co/advisors/robert-b-walsh.md) | Lighthouse Financial Advisors, Inc. | Red Bank, New Jersey | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing 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 |
| [Claudia Mott](https://find.wellspent.co/advisors/claudia-mott.md) | Epona Financial Solutions | Basking Ridge, New Jersey | CDFA, CFP | Percentage of assets, Hourly |
| [Gordon Shearer](https://find.wellspent.co/advisors/gordon-shearer.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Jeffrey Hilliard](https://find.wellspent.co/advisors/jeffrey-hilliard.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets |
| [Joseph McCaffrey](https://find.wellspent.co/advisors/joseph-mccaffrey-5427266.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets |
| [Matthew Reynolds](https://find.wellspent.co/advisors/matthew-reynolds.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Philip Tompkins](https://find.wellspent.co/advisors/philip-tompkins.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets |
| [Robert Martin](https://find.wellspent.co/advisors/robert-martin.md) | CRA Financial | Haddonfield, New Jersey | CFP | 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 |
| [Vid Ponnapalli](https://find.wellspent.co/advisors/vid-ponnapalli.md) | Unique Financial Advisors LLC | Holmdel, New Jersey | CFP, EA, MSFP | Ongoing planning fee |
| [Danna Jacobs](https://find.wellspent.co/advisors/danna-jacobs.md) | Lavish Financial Planning | Morristown, New Jersey | CFP, MBA | Ongoing planning fee |
| [Dru Burns](https://find.wellspent.co/advisors/dru-burns.md) | Drucker Wealth | Mahwah, New Jersey | CFP | Percentage of assets |
| [Eric Feldman](https://find.wellspent.co/advisors/eric-feldman.md) | Financial Futures | Wall Township, New Jersey | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee |

Showing the first 50 of 213. The full list, page by page: https://find.wellspent.co/by/cfp-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).