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Flat-fee financial advisors in New Jersey

All 416 advisors

Flat-fee financial advisors in New Jersey: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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