Advisors for under $500,000 in New Jersey
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Christopher Gething of Atherean Asset Management LLC, Frank Austin of Sustainable Financial Planning LLC and Robert B Walsh of Lighthouse Financial Advisors, 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.
- Frank Austin Sustainable Financial Planning LLC, Hopatcong Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Robert B Walsh Lighthouse Financial Advisors, Inc., Red Bank Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jay Lee Ballaster Financial, Jersey City Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Joe Vecchio Shore Financial Planning, LLC, Monmouth Beach Holds the CFP and CPA. Fees on file: flat fee or retainer.
- Andrew Mastro Wrought Financial Planning, Haddonfield Holds the CFP and CFA. Fees on file: ongoing planning fee, flat fee or retainer.
By the numbers
- Advisors listed
- 270
- Firms
- 146
- Cities
- 96
- Hold the CFP
- 44%
- Other credentials: CFA 9% · CPA 1% · EA 2%
- How they charge (of 270 with fees on file): percentage of assets 90% · fixed fees 62% · hourly 43% · ongoing planning fee 12%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in New Jersey are there?
The Wellspent public graph lists 270 fee-only advisors for under $500,000 in New Jersey, at 146 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in New Jersey located?
Of the 270 fee-only advisors for under $500,000 in New Jersey, 22 are in Red Bank, followed by 16 in Fairfield and 12 in Northfield.
How do fee-only advisors for under $500,000 in New Jersey charge?
The most common fee among fee-only advisors for under $500,000 in New Jersey is a percentage of assets, used by 90% of the 270 with fees on file. Many use more than one: 62% charge fixed fees and 43% charge by the hour.
How many fee-only advisors for under $500,000 in New Jersey hold the CFP?
44% of the 270 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in New Jersey?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 270 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 |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Tomas Geoghegan | Beacon Hill Private Wealth | Summit | CFP, CIMA, CPWA, MBA | Percentage of assets, One-time planning fee |
| 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 |
| Kevin Peacock | Astra Wealth Partners, LLC | Jersey City | CAIA, CFP, EA | Percentage of assets, Fixed fees |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| 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 |
| 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 |
| 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 |
| Taylor Peters | Lavish Financial Planning | Morristown | CFP | Ongoing planning fee |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| 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 |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Michael Sabatino | Sabadoodle | Princeton | CFP | One-time planning fee, Flat fee or retainer |
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
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