| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Matthew Crum | True North Financial Services, LLC | Port Murray | CFP | Ongoing planning fee |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Shikha Mittra | RETIRE SMART Consulting, LLC | Princeton | AIF, CEPA, CFP, CMFC | Percentage of assets, Hourly |
| Taylor Peters | Lavish Financial Planning | Morristown | CFP | Ongoing planning fee |
| Andrew Randisi | Pennsylvania Capital Management | Pennsauken | CFP | Percentage of assets, Hourly |
| Brian Sheahen | Hudson Oak Wealth Advisory | Hoboken | CFP, PFS | 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 |
| Kelly Trageser | Sea Clear Financial Planning | Brielle | CFP | Percentage of assets, Hourly |
| Nicholas Sullivan | KFA Private Wealth Group | Cranford | CFP | Percentage of assets, Hourly |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Stephen Esposito | Accretive Wealth Partners | Parsippany | CFP | Percentage of assets |
| Charles Weidman | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Colleen Echausse | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Michael Sabatino | Sabadoodle | Princeton | CFP | One-time planning fee, Flat fee or retainer |
| Nancy Mulvey | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Bryan Kabot | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Mark Andraos | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Mark Reitsma | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Shawn Hirsch | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Volodymyr Stasenko | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Wesley English | Vault Private Wealth | Lawrenceville | CFP | Percentage of assets |
| Yoel Kaplowitz | Able Wealth Management | Toms River | CFP | Percentage of assets, Flat fee or retainer |
| Daniel Moskowitz | Chatham Wealth Management | Chatham | CFP | Percentage of assets |
| Emily Jaffe | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Janel Manella | Co-Missions Financial Planning | Cherry Hill | CFP | Percentage of assets, Hourly |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jonathan Liebl | GenRise Wealth Advisors | Mt. Laurel | CFP | Percentage of assets, Hourly |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin O'Brien | Wise Planning | Belle Mead | CFP | Ongoing planning fee |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Alexander Orlando | Key Client Fiduciary Advisors | Fairfield | CFP | Percentage of assets, Fixed fees |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| John Heisler | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |