Advisors for $500,000 to $1 million in New Jersey
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Gary Ribe Accretive Wealth Partners, Parsippany Holds the CFP and CFA. Fees on file: percentage of assets.
- Michael Maye MJM Financial Advisors, LLC, Gillette Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Gregov Roche Financial Partners, Hopewell Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Bernard Kiely Kiely Capital Management, Inc., Morristown Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Andy Panko Tenon Financial, Metuchen Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- Elizabeth Miller Summit Place Financial Advisors, Summit Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 139
- Firms
- 74
- Cities
- 53
- Hold the CFP
- 53%
- Other credentials: CFA 14% · CPA 2% · EA 1%
- How they charge (of 139 with fees on file): percentage of assets 94% · fixed fees 74% · hourly 54% · ongoing planning fee 5%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 139 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Bernard Kiely | Kiely Capital Management, Inc. | Morristown | BA, CFP, CPA, MBA | Percentage of assets, Hourly |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Michael Maye | MJM Financial Advisors, LLC | Gillette | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Ryan Dunn | Novi Wealth Partners | Princeton | CFP, CRPC | Percentage of assets, Hourly |
| Nicholas LaVerghetta | NCM Capital Management, LLC | Long Beach Island | CFP | Hourly |
| Claudia Mott | Epona Financial Solutions | Basking Ridge | CDFA, CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| 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 |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Nancy Mulvey | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Bryan Kabot | Regency Wealth Management | Ramsey | 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 |
| 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 |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Volodymyr Stasenko | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Kevin O'Brien | Wise Planning | Belle Mead | CFP | Ongoing planning fee |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Andrew Aran | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Andrew Yashin | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Paul Saxton | Saiph Capital | Wyckoff | CFP | Percentage of assets, Fixed fees |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| David Gray | Parisi Gray Wealth Management | Mendham | CFP | Percentage of assets |
| David Walter | Halberstadt Financial Consultants, Inc. | Princeton | CFP, CPA/PFS | Percentage of assets, Hourly |
| Dushyant Pandit | Dorchester Advisors | Short Hills | Not listed | Percentage of assets |
| Elizabeth Miller | Summit Place Financial Advisors | Summit | CFA, CFP | Percentage of assets |
| Julie McNulty | Financial Compass | Haddonfield | CFP | Percentage of assets, Hourly |
| Sean Cooney | Cooney Financial Advisors, Inc | Marlton | CFP | Percentage of assets, Hourly |
| Tanya Walliser | Condor Capital Management | Martinsville | CFP | Percentage of assets, Hourly |
| Thomas Duffy | Jersey Shore Financial Advisors, LLC | Princeton | CDFA, CFP, CRPC, MBA | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes