| Mark Friedenthal | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Robert Kernan | NorthStar Advisory Group | Northfield | CFP | Percentage of assets |
| Ryan Volpe | Volpe Investments | Cranford | CFA | Percentage of assets, Fixed fees |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Soumyadeep Sinha | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Steve Kampschmidt | Freedom Found Financial LLC | Boonton | CFP, MBA | Hourly, Fixed fees |
| Thomas Marrollo | Apogee Financial Services Group | Moorestown | Not listed | Percentage of assets |
| Tom Vetter | Vetter Planning | Randolph | CFP | Percentage of assets, Fixed fees |
| William Keller | Keller Wealth Management | Morristown | Not listed | Percentage of assets, Hourly |
| Andrew Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Anna Christakos | Christakos Financial | Cranford | Not listed | Percentage of assets, Hourly |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Charles Pouliot | Wealth Effects | West New York | Not listed | Percentage of assets |
| David Schram | Elements 5 Investment Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Denise Sarkor | Sarkor Financial Advisors | Bloomfield | Not listed | Hourly, One-time planning fee |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Peter Christakos | Christakos Financial | Westfield | Not listed | Percentage of assets, Hourly |
| Sara Hutman | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Simcha Goldberg | Able Wealth Management | Toms River | Not listed | Percentage of assets, Flat fee or retainer |
| Timothy Boulanger | Strategic Family Wealth Counselors | Fairfield | ChFC | Percentage of assets, Hourly |
| Tyler Reedman | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Brandon Sisk | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Carlos Rodrigues | Fortune Financial | Livingston | Not listed | Percentage of assets, Fixed fees |
| Deep Patel | GenRise Wealth Advisors | Mt. Laurel | Not listed | Percentage of assets, Hourly |
| Devon Shapiro | Shapiro Financial Security Group | Hazlet | Not listed | Percentage of assets, Hourly |
| Louis Tranquilli | Tranquilli Financial Advisor | Clinton | Not listed | Percentage of assets, Hourly |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Robert Mascia | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Sean Cole | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Ben Duronio | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Bryan Kaufman | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Christaphor Thomasian | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Christian Garces | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Daniel Roccato | Quaker Wealth Management | Moorestown | Not listed | Percentage of assets, Fixed fees |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Eric Fishman | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Joel Orris | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |
| Mark Perez | Paradigm Wealth Management | Bridgewater | Not listed | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | Not listed | Percentage of assets, Hourly |
| Michael Karlin | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Randolph Fisher | Artemis Wealth Advisors | Flemington | Not listed | Percentage of assets, Hourly |
| Reese Little | Key Client Fiduciary Advisors | Fairfield | Not listed | Percentage of assets, Fixed fees |