Flat-fee financial advisors in New Jersey
How do I find fee-only advisors who charge flat or fixed fees in New Jersey?
In New Jersey, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Christopher Gething of Atherean Asset Management LLC, Jay Lee of Ballaster Financial 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.
- Christopher Gething Atherean Asset Management LLC, Jersey City Holds the CFP, CFA and EA. Fees on file: percentage of assets, fixed fees.
- Jay Lee Ballaster Financial, Jersey City Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Robert Gregov Roche Financial Partners, Hopewell Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Vid Ponnapalli Unique Financial Advisors LLC, Holmdel Holds the CFP and EA. Fees on file: ongoing planning fee.
- Sean Lovison Purpose Built Financial Services, LLC, Moorestown Holds the CFP and CPA. Fees on file: ongoing planning fee, 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.
By the numbers
- Advisors listed
- 416
- Firms
- 214
- Cities
- 125
- Hold the CFP
- 47%
- Other credentials: CFA 12% · CPA 1% · EA 2%
- How they charge (of 416 with fees on file): percentage of assets 89% · fixed fees 78% · hourly 50% · ongoing planning fee 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in New Jersey are there?
The Wellspent public graph lists 416 fee-only advisors who charge flat or fixed fees in New Jersey, at 214 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in New Jersey located?
Of the 416 fee-only advisors who charge flat or fixed fees in New Jersey, 26 are in Red Bank, followed by 22 in Princeton and 16 in Fairfield.
How do fee-only advisors who charge flat or fixed fees in New Jersey charge?
The most common fee among fee-only advisors who charge flat or fixed fees in New Jersey is a percentage of assets, used by 89% of the 416 with fees on file. Many use more than one: 78% charge fixed fees and 50% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in New Jersey hold the CFP?
47% of the 416 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in New Jersey?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 416 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 |
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Tomas Geoghegan | Beacon Hill Private Wealth | Summit | CFP, CIMA, CPWA, MBA | Percentage of assets, One-time planning fee |
| Bernard Kiely | Kiely Capital Management, Inc. | Morristown | BA, CFP, CPA, MBA | Percentage of assets, Hourly |
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing 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 |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Kevin Peacock | Astra Wealth Partners, LLC | Jersey City | CAIA, CFP, EA | Percentage of assets, Fixed fees |
| Michael Maye | MJM Financial Advisors, LLC | Gillette | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| Robert Tucker Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options. | Tucker Wealth Advisory | Westfield | CFA, CFP | Subscription, One-time planning fee |
| Ryan Dunn | Novi Wealth Partners | Princeton | CFP, CRPC | Percentage of assets, Hourly |
| 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 |
| Nicholas LaVerghetta | NCM Capital Management, LLC | Long Beach Island | CFP | Hourly |
| 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 |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time 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 |
| Vid Ponnapalli | Unique Financial Advisors LLC | Holmdel | CFP, EA, MSFP | 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 |
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