Advisors for $1 million to $3 million in New Jersey
How do I find fee-only advisors for $1 million to $3 million in New Jersey?
In New Jersey, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Vid Ponnapalli of Unique Financial Advisors LLC, Igor Smolyanskiy of Vilga Financial Planning and Sean Severson of Withum Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Vid Ponnapalli Unique Financial Advisors LLC, Holmdel Holds the CFP and EA. Fees on file: ongoing planning fee.
- Igor Smolyanskiy Vilga Financial Planning, Fair Lawn Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Sean Severson Withum Wealth Management, Red Bank Holds the CFP and CFA. Fees on file: percentage of assets.
- Kevin Megargel Viso Wealth Management LLC, Moorestown Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Daniel Moskowitz Chatham Wealth Management, Chatham Holds the CFP. Fees on file: percentage of assets.
- Caitlin Fastiggi Brooklyn FI, Perrineville Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 63
- Firms
- 29
- Cities
- 29
- Hold the CFP
- 19%
- Other credentials: CFA 14% · EA 2% · ChFC 2%
- How they charge (of 63 with fees on file): percentage of assets 94% · fixed fees 62% · hourly 40% · performance-based fees 19%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in New Jersey are there?
The Wellspent public graph lists 63 fee-only advisors for $1 million to $3 million in New Jersey, at 29 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in New Jersey located?
Of the 63 fee-only advisors for $1 million to $3 million in New Jersey, 12 are in Fort Lee, followed by 7 in Chester and 5 in Summit.
How do fee-only advisors for $1 million to $3 million in New Jersey charge?
The most common fee among fee-only advisors for $1 million to $3 million in New Jersey is a percentage of assets, used by 94% of the 63 with fees on file. Many use more than one: 62% charge fixed fees and 40% charge by the hour.
How many fee-only advisors for $1 million to $3 million in New Jersey hold the CFP?
19% of the 63 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in New Jersey?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 63 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Vid Ponnapalli | Unique Financial Advisors LLC | Holmdel | CFP, EA, MSFP | Ongoing planning fee |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| Daniel Moskowitz | Chatham Wealth Management | Chatham | CFP | Percentage of assets |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Daniel Evans | Withum Wealth Management | Red Bank | CFP | Percentage of assets |
| Kevin Megargel | Viso Wealth Management LLC | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Sean Severson | Withum Wealth Management | Red Bank | CFP, CFA | Percentage of assets |
| Maria Garyfallos | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Neil Murphy | NPM Consulting | Ridgewood | Not listed | Percentage of assets, Fixed fees |
| Sarah Kovalakides | Tepp Wealth Management | Westfield | Not listed | Percentage of assets, Hourly |
| Timothy Macguire | Eagle Bay Family Office | Maplewood | Not listed | Percentage of assets, Hourly |
| Gerard McGeough | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| John Lui | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Richard Berse | Northstar Financial Advisors | North Caldwell | Not listed | One-time planning fee |
| Robert Moskowitz | Chatham Wealth Management | Chatham | Not listed | Percentage of assets |
| Jacob Halberstam | Equinum | Lakewood | Not listed | Percentage of assets |
| Jordan Hod | Revel Wealth Management | Elmwood Park | Not listed | Percentage of assets |
| Justin Hod | Revel Wealth Management | Elmwood Park | Not listed | Percentage of assets |
| Brandon Bottari | Seabridge Investment Advisors | Summit | CFP | Percentage of assets, Fixed fees |
| Caitlin Fastiggi | Brooklyn FI | Perrineville | CFP | Percentage of assets, Hourly |
| Jason Cole | Full Court Strategic Wealth | Cherry Hill | CFP | Percentage of assets, Hourly |
| Kelly Lynch-Moloney | Palisade Capital Management | Fort Lee | CFP | Percentage of assets, Fixed fees |
| Lorraine Salvo | Palisade Capital Management | Fort Lee | CFP | Percentage of assets, 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 |
| David Guarino | Covenant Asset Management | Chester | ChFC | Percentage of assets, Hourly |
| Howard Chin | Seabridge Investment Advisors | Summit | CFA | Percentage of assets, Fixed fees |
| John Guarino | Covenant Asset Management | Chester | CFA | Percentage of assets, Hourly |
| Robert Rewey | Rewey Asset Management | Spring Lake | CFA | Percentage of assets, Hourly |
| Alison Berman | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| Andrew Kaiser | Mountain Hill Investment Partners | Atlantic Highlands | Not listed | Percentage of assets, Hourly |
| Austin Neary | Plan2prosper LLC. | Andover | Not listed | Percentage of assets, Hourly |
| Bradley Goldman | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| Christopher Henderson | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| Claudia Rodriguez | Cenacle Partners | Mahwah | Not listed | Percentage of assets |
| Daniel Connolly | Covenant Asset Management | Warren | Not listed | Percentage of assets, Hourly |
| David Descalzi | Seabridge Investment Advisors | Summit | Not listed | Percentage of assets, Fixed fees |
| Dennison Veru | Palisade Capital Management | Fort Lee | Not listed | Percentage of assets, Fixed fees |
| Dhvani Udani | Unique Financial Advisors | Holmdel | Not listed | Percentage of assets, Hourly |
| Donald Weir | Covenant Asset Management | Chester | Not listed | Percentage of assets, Hourly |
| Edward Condon | Cenacle Partners | Mahwah | Not listed | Percentage of assets |
| Edward Dove | ESD Advisory Services | South Orange | Not listed | Percentage of assets, Hourly |
| Eric Schwartz | AEM Asset Management | Somerset | Not listed | Percentage of assets, Hourly |
| Erika Moromisato | Brooklyn FI | Hackensack | Not listed | Percentage of assets, Hourly |
| Gabriel Rowe | Covenant Asset Management | Chester | Not listed | Percentage of assets, Hourly |
| Lauren Siewert | Mountain Hill Investment Partners | Atlantic Highlands | Not listed | Percentage of assets, Hourly |
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