| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jeffrey Waters | OFC Wealth Management | Short Hills | CFP | Percentage of assets, Hourly |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin O'Brien | Wise Planning | Belle Mead | CFP | Ongoing planning fee |
| Steven Longa | Emissary Wealth | Hackensack | Not listed | Percentage of assets, Ongoing planning fee |
| Alexander Orlando | Key Client Fiduciary Advisors | Fairfield | CFP | Percentage of assets, Fixed fees |
| 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 |
| David Tepp | Tepp Wealth Management | Westfield | PFS | Percentage of assets, Hourly |
| Erik Black | Calrivan Wealth Management | Randolph | Not listed | Hourly |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Jason Blumstein | Julius Wealth Advisors | Englewood Cliffs | CFA | Percentage of assets, Fixed fees |
| John Heisler | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Lauren Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Matthew Santarsiero | Tomoro | Colts Neck | CFP | Percentage of assets, Hourly |
| Michael Dwyer | Strategic Family Wealth Counselors | Fairfield | CFP | Percentage of assets, Hourly |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Nicholas DeSantis | Quaker Wealth Management | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Paul Saxton | Saiph Capital | Wyckoff | CFP | Percentage of assets, Fixed fees |
| Peter News | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Robert Barron | Signet Financial Management of Southwest Florida | Parsippany | CFA | Percentage of assets, Hourly |
| Sanjiv Jhaveri | SJ Capital Management | Monmouth Junction | CFA | Percentage of assets, Hourly |
| Timothy Miller | Quaker Wealth Management | Moorestown | CFP | Percentage of assets, Fixed fees |
| Timothy Parker | Regency Wealth Management | Ramsey | CFA | Percentage of assets, Fixed fees |
| Valerie Lemmon | Ridgewood Investments | Springfield | CFA | Percentage of assets, Hourly |
| Abel Reyes | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Alexander MacKnight | Rimac Capital | Bayonne | Not listed | Percentage of assets, Hourly |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Anil Kothari | HappyRich Capital | Monroe Township | CFA | Percentage of assets, Hourly |
| Anthony Caputo | Pallas Capital Advisors | Park Ridge | Not listed | Percentage of assets, Hourly |
| Christopher Gething | Atherean Asset Management LLC | Jersey City | CFA, CFP, EA | Percentage of assets, Fixed fees |
| Cynthia Meyer | Real Life Planning | Gladstone | CFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Cyrus Eslami | Eslami & Co. Wealth Management | Glen Ridge | Not listed | Percentage of assets, Ongoing planning fee |
| Daniel Evans | Withum Wealth Management | Red Bank | 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 |
| Gene McGovern | McGovern Financial Advisors, LLC | Westfield | CFP, MBA | Hourly, Fixed fees |
| Gene Tortorello | 3i Wealth Management | Fairfield | CFA | Percentage of assets, Ongoing planning fee |
| Joe Conklin Shure | Conklin Shure Financial | Glen Ridge | CFP, EA | Hourly, Fixed fees |
| John Munley | wHealth Advisors | Jersey City | CFP | Fixed fees |
| Julie McNulty | Financial Compass | Haddonfield | CFP | Percentage of assets, Hourly |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Kevin Megargel | Viso Wealth Management LLC | Moorestown | CFP, CFA | Percentage of assets, Fixed fees |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Martin Scott | Lasting Wealth Principles | Freehold | CFP, EA | Percentage of assets, Fixed fees |
| Ryan Volpe | Volpe Investments | Cranford | CFA | Percentage of assets, Fixed fees |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |