CFP financial advisors in New Jersey
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..
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.
- Robert Gregov Roche Financial Partners, Hopewell Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- John Zeltmann S.F. Ehrlich Associates, Inc., Cranford Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Igor Smolyanskiy Vilga Financial Planning, Fair Lawn Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Frank Austin Sustainable Financial Planning LLC, Hopatcong Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Gary Ribe Accretive Wealth Partners, Parsippany Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 213
- Firms
- 151
- Cities
- 91
- Hold the CFP
- 100%
- Other credentials: CFA 12% · CPA 3% · EA 4%
- How they charge (of 211 with fees on file): percentage of assets 85% · fixed fees 64% · hourly 43% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 213 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Novick | The Investment Connection | Bridgewater | CFP, JD | Percentage of assets, Ongoing planning fee |
| 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 |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Tomas Geoghegan | Beacon Hill Private Wealth | Summit | CFP, CIMA, CPWA, MBA | Percentage of assets, One-time planning fee |
| Bernard Kiely | Kiely Capital Management, Inc. | Morristown | BA, CFP, CPA, MBA | Percentage of assets, Hourly |
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Chambers | the hourly advisor llc | Hoboken | CFP | Hourly |
| Matt Reakus | Sound Wealth LLC | Marlton | CFP, EA | Percentage of assets, Hourly |
| Thomas Mullooly | Mullooly Asset Management, Inc. | Wall Township | CFP | Percentage of assets, 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 |
| 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 |
| Kevin Peacock | Astra Wealth Partners, LLC | Jersey City | CAIA, CFP, EA | Percentage of assets, Fixed fees |
| Michael Maye | MJM Financial Advisors, LLC | Gillette | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| 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 |
| Ryan Dunn | Novi Wealth Partners | Princeton | CFP, CRPC | Percentage of assets, Hourly |
| Sage Vincent | PortSalus Wealth Management | Metuchen | CFP, CFS, CIMA, CMT | Percentage of assets, Fixed fees |
| Ajay Kaisth | KAI Advisors | Princeton Jct | CFP, CRPC, MA | Percentage of assets, Flat fee or retainer |
| Asta Sanders | Empowered Retirement, Inc. | Roseland | CFP, CPWA, EA | Percentage of assets, Hourly |
| Chuck Rose | Granite Rose Wealth Alliance LLC | Fairfield | CFP | One-time planning fee |
| Constance Herrstrom | Premier Financial Planning, Inc. | Princeton | BS, CFP, MBA | Flat fee or retainer, Hourly |
| Frank Austin | Sustainable Financial Planning LLC | Hopatcong | BA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| John Foligno | Grand Life Financial LLC | Summit | CFP | Percentage of assets, Hourly |
| John Zeltmann | S.F. Ehrlich Associates, Inc. | Cranford | CFA, CFP | Percentage of assets, One-time planning fee |
| Nicholas LaVerghetta | NCM Capital Management, LLC | Long Beach Island | CFP | Hourly |
| Paul Cipriano | Cipriano Wealth Management | Florham Park | CFP, MBA | Percentage of assets, Hourly |
| Robert B Walsh | Lighthouse Financial Advisors, Inc. | Red Bank | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing 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 |
| Claudia Mott | Epona Financial Solutions | Basking Ridge | CDFA, CFP | Percentage of assets, Hourly |
| Gordon Shearer | CRA Financial | Northfield | CFP | Percentage of assets |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Joseph McCaffrey | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Matthew Reynolds | CRA Financial | Northfield | CFP | Percentage of assets |
| Philip Tompkins | CRA Financial | Northfield | CFP | Percentage of assets |
| Robert Martin | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Vid Ponnapalli | Unique Financial Advisors LLC | Holmdel | CFP, EA, MSFP | Ongoing planning fee |
| Danna Jacobs | Lavish Financial Planning | Morristown | CFP, MBA | Ongoing planning fee |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
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