# Advisors for $500,000 to $1 million in New Jersey

> In New Jersey, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Gary Ribe of Accretive Wealth Partners, Michael Maye of MJM Financial Advisors, LLC and Robert Gregov of Roche Financial Partners.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/new-jersey/
139 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 for $500,000 to $1 million in New Jersey?

In New Jersey, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Gary Ribe of Accretive Wealth Partners, Michael Maye of MJM Financial Advisors, LLC and Robert Gregov of Roche Financial Partners.

## How many fee-only advisors for $500,000 to $1 million in New Jersey are there?

The Wellspent public graph lists 139 fee-only advisors for $500,000 to $1 million in New Jersey, at 74 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in New Jersey located?

Of the 139 fee-only advisors for $500,000 to $1 million in New Jersey, 16 are in Princeton, followed by 12 in Martinsville and 11 in Parsippany.

## How do fee-only advisors for $500,000 to $1 million in New Jersey charge?

The most common fee among fee-only advisors for $500,000 to $1 million in New Jersey is a percentage of assets, used by 94% of the 139 with fees on file. Many use more than one: 74% charge fixed fees and 54% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in New Jersey hold the CFP?

53% of the 139 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in New Jersey?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [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 |
| [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 |
| [Edward Leach](https://find.wellspent.co/advisors/edward-leach.md) | Highland Financial Advisors, LLC | Wayne, New Jersey | CEPA, CFP, MBA | Percentage of assets |
| [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 |
| [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten.md) | Weingarten Associates, LLC | Lawrenceville, New Jersey | CFP, MBA | One-time planning fee |
| [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 |
| [Ryan Dunn](https://find.wellspent.co/advisors/ryan-dunn.md) | Novi Wealth Partners | Princeton, New Jersey | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Nicholas LaVerghetta](https://find.wellspent.co/advisors/nicholas-laverghetta.md) | NCM Capital Management, LLC | Long Beach Island, New Jersey | CFP | Hourly |
| [Claudia Mott](https://find.wellspent.co/advisors/claudia-mott.md) | Epona Financial Solutions | Basking Ridge, New Jersey | CDFA, CFP | Percentage of assets, Hourly |
| [Robert Gregov](https://find.wellspent.co/advisors/robert-gregov.md) | Roche Financial Partners | Hopewell, New Jersey | CFP, CFA | Percentage of assets, Ongoing planning fee |
| [Shikha Mittra](https://find.wellspent.co/advisors/shikha-mittra.md) | RETIRE SMART Consulting, LLC | Princeton, New Jersey | AIF, CEPA, CFP, CMFC, CRPS, MBA | Percentage of assets, Hourly, Fixed fees |
| [Andrew Randisi](https://find.wellspent.co/advisors/andrew-randisi.md) | Pennsylvania Capital Management | Pennsauken, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Brian Sheahen](https://find.wellspent.co/advisors/brian-sheahen.md) | Hudson Oak Wealth Advisory | Hoboken, New Jersey | CFP, PFS | Ongoing planning fee |
| [Eric Furey](https://find.wellspent.co/advisors/eric-furey.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | Percentage of assets |
| [Gary Ribe](https://find.wellspent.co/advisors/gary-ribe.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | Percentage of assets |
| [Kelly Trageser](https://find.wellspent.co/advisors/kelly-trageser.md) | Sea Clear Financial Planning | Brielle, New Jersey | CFP | Percentage of assets, Hourly |
| [Peter D'Agati](https://find.wellspent.co/advisors/peter-d-agati.md) | Stembrook Asset Management | Jersey City, New Jersey | CFA | Percentage of assets |
| [Stephen Esposito](https://find.wellspent.co/advisors/stephen-esposito.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP | Percentage of assets |
| [Charles Weidman](https://find.wellspent.co/advisors/charles-weidman.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Colleen Echausse](https://find.wellspent.co/advisors/colleen-echausse.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Jeffrey Hanson](https://find.wellspent.co/advisors/jeffrey-hanson.md) | Breakwater Capital Group | Paramus, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Jessica Perkins](https://find.wellspent.co/advisors/jessica-perkins.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Nancy Mulvey](https://find.wellspent.co/advisors/nancy-mulvey.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Thomas Mullen](https://find.wellspent.co/advisors/thomas-mullen.md) | Breakwater Capital Group | Paramus, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Bryan Kabot](https://find.wellspent.co/advisors/bryan-kabot.md) | Regency Wealth Management | Ramsey, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Daniel Divizio](https://find.wellspent.co/advisors/daniel-divizio.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [George Don](https://find.wellspent.co/advisors/george-don.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Mark Andraos](https://find.wellspent.co/advisors/mark-andraos.md) | Regency Wealth Management | Ramsey, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Mark Reitsma](https://find.wellspent.co/advisors/mark-reitsma.md) | Regency Wealth Management | Ramsey, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Shawn Hirsch](https://find.wellspent.co/advisors/shawn-hirsch.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Kosinski](https://find.wellspent.co/advisors/thomas-kosinski.md) | Stembrook Asset Management | Red Bank, New Jersey |   | Percentage of assets |
| [Volodymyr Stasenko](https://find.wellspent.co/advisors/volodymyr-stasenko.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kevin O'Brien](https://find.wellspent.co/advisors/kevin-o-brien.md) | Wise Planning | Belle Mead, New Jersey | CFP | Ongoing planning fee |
| [Matthew Larocca](https://find.wellspent.co/advisors/matthew-larocca.md) | RDM Capital | Red Bank, New Jersey | CFP | Percentage of assets |
| [Andrew Aran](https://find.wellspent.co/advisors/andrew-aran.md) | Regency Wealth Management | Ramsey, New Jersey | CFA | Percentage of assets, Fixed fees |
| [Andrew Yashin](https://find.wellspent.co/advisors/andrew-yashin.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees |
| [Gregg Auerbach](https://find.wellspent.co/advisors/gregg-auerbach.md) | Meadowbrook Advisors | Bedminster, New Jersey |   | Percentage of assets, Fixed fees |
| [Paul Saxton](https://find.wellspent.co/advisors/paul-saxton.md) | Saiph Capital | Wyckoff, New Jersey | CFP | Percentage of assets, Fixed fees |
| [Robert Barron](https://find.wellspent.co/advisors/robert-barron.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees |
| [Timothy Parker](https://find.wellspent.co/advisors/timothy-parker.md) | Regency Wealth Management | Ramsey, New Jersey | CFA | Percentage of assets, Fixed fees |
| [Valerie Lemmon](https://find.wellspent.co/advisors/valerie-lemmon.md) | Ridgewood Investments | Springfield, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees |
| [Anil Kothari](https://find.wellspent.co/advisors/anil-kothari.md) | HappyRich Capital | Monroe Township, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees |
| [David Gray](https://find.wellspent.co/advisors/david-gray.md) | Parisi Gray Wealth Management | Mendham, New Jersey | CFP | Percentage of assets |
| [David Walter](https://find.wellspent.co/advisors/david-walter.md) | Halberstadt Financial Consultants, Inc. | Princeton, New Jersey | CFP, CPA/PFS | Percentage of assets, Hourly, Fixed fees |
| [Dushyant Pandit](https://find.wellspent.co/advisors/dushyant-pandit.md) | Dorchester Advisors | Short Hills, New Jersey |   | Percentage of assets |
| [Elizabeth Miller](https://find.wellspent.co/advisors/elizabeth-miller.md) | Summit Place Financial Advisors | Summit, New Jersey | CFA, CFP | Percentage of assets |
| [Julie McNulty](https://find.wellspent.co/advisors/julie-mcnulty.md) | Financial Compass | Haddonfield, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Sean Cooney](https://find.wellspent.co/advisors/sean-cooney.md) | Cooney Financial Advisors, Inc | Marlton, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Tanya Walliser](https://find.wellspent.co/advisors/tanya-walliser.md) | Condor Capital Management | Martinsville, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees |
| [Thomas Duffy](https://find.wellspent.co/advisors/thomas-duffy.md) | Jersey Shore Financial Advisors, LLC | Princeton, New Jersey | CDFA, CFP, CRPC, MBA | Percentage of assets, Fixed fees |

Showing the first 50 of 139. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).