Hourly financial advisors in New Jersey
How do I find fee-only advisors who charge by the hour in New Jersey?
In New Jersey, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Sean Severson of Withum Wealth Management, Gary Ribe of Accretive Wealth Partners and Sweta Bhargav of Adviso Wealth.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Sean Severson Withum Wealth Management, Red Bank Holds the CFP and CFA. Fees on file: percentage of assets.
- Gary Ribe Accretive Wealth Partners, Parsippany Holds the CFP and CFA. Fees on file: percentage of assets.
- Sweta Bhargav Adviso Wealth, Princeton Holds the CFP and CFA. Fees on file: flat fee or retainer, hourly.
- Sean Lovison Purpose Built Financial Services, LLC, Moorestown Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee.
- Andrew Mastro Wrought Financial Planning, Haddonfield Holds the CFP and CFA. Fees on file: ongoing planning fee, flat fee or retainer.
- Michael Maye MJM Financial Advisors, LLC, Gillette Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 288
- Firms
- 163
- Cities
- 108
- Hold the CFP
- 42%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 288 with fees on file): percentage of assets 89% · hourly 81% · fixed fees 65% · 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
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in New Jersey are there?
The Wellspent public graph lists 288 fee-only advisors who charge by the hour in New Jersey, at 163 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in New Jersey located?
Of the 288 fee-only advisors who charge by the hour in New Jersey, 19 are in Princeton, followed by 12 in Martinsville and 11 in Parsippany.
How do fee-only advisors who charge by the hour in New Jersey charge?
The most common fee among fee-only advisors who charge by the hour in New Jersey is a percentage of assets, used by 89% of the 288 with fees on file. Many use more than one: 81% charge by the hour and 65% charge fixed fees.
How many fee-only advisors who charge by the hour in New Jersey hold the CFP?
42% of the 288 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in New Jersey?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 288 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, 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 |
| Jeremy Chambers | the hourly advisor llc | Hoboken | CFP | Hourly |
| Matt Reakus | Sound Wealth LLC | Marlton | CFP, EA | Percentage of assets, Hourly |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Michael Maye | MJM Financial Advisors, LLC | Gillette | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| Nicholas LaVerghetta | NCM Capital Management, LLC | Long Beach Island | CFP | Hourly |
| Paul Cipriano | Cipriano Wealth Management | Florham Park | CFP, MBA | Percentage of assets, Hourly |
| Claudia Mott | Epona Financial Solutions | Basking Ridge | CDFA, CFP | Percentage of assets, Hourly |
| 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 |
| Vid Ponnapalli | Unique Financial Advisors LLC | Holmdel | CFP, EA, MSFP | Ongoing planning fee |
| Danna Jacobs | Lavish Financial Planning | Morristown | CFP, MBA | Ongoing planning fee |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Jamie Mutinsky | Emissary Wealth | Hackensack | CFP | Percentage of assets, Ongoing planning fee |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Shikha Mittra | RETIRE SMART Consulting, LLC | Princeton | AIF, CEPA, CFP, CMFC | Percentage of assets, Hourly |
| Taylor Peters | Lavish Financial Planning | Morristown | CFP | Ongoing planning fee |
| Andrew Randisi | Pennsylvania Capital Management | Pennsauken | CFP | Percentage of assets, Hourly |
| Eric Furey | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Gary Ribe | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Kelly Trageser | Sea Clear Financial Planning | Brielle | CFP | Percentage of assets, Hourly |
| Marc Morgan Advice-only planning for New Jersey individuals and surviving families from a retired officer and former state pension trustee. | Heroic Financial | New Jersey | Not listed | Hourly |
| 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 |
| Stephen Esposito | Accretive Wealth Partners | Parsippany | CFP | Percentage of assets |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
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