# One-time financial plans in New Jersey > In New Jersey, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include John Zeltmann of S.F. Ehrlich Associates, Inc., Sean Lovison of Purpose Built Financial Services, LLC and Bernard Kiely of Kiely Capital Management, Inc.. Page: https://find.wellspent.co/by/one-time-financial-plan/new-jersey/ 33 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who offer one-time plans in New Jersey? In New Jersey, look for a fee-only advisor who sells a plan as a project, with a set scope and price. You get a written plan and carry it out yourself, without an ongoing relationship. Records to start with include John Zeltmann of S.F. Ehrlich Associates, Inc., Sean Lovison of Purpose Built Financial Services, LLC and Bernard Kiely of Kiely Capital Management, Inc.. ## How many fee-only advisors who offer one-time plans in New Jersey are there? The Wellspent public graph lists 33 fee-only advisors who offer one-time plans in New Jersey, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who offer one-time plans in New Jersey located? Of the 33 fee-only advisors who offer one-time plans in New Jersey, 4 are in Marlton, followed by 2 in Princeton and 2 in Turnersville. ## How do fee-only advisors who offer one-time plans in New Jersey charge? All 33 fee-only advisors who offer one-time plans in New Jersey with fees on file charge a one-time planning fee. Many use more than one: 64% charge a percentage of assets and 52% charge an ongoing planning fee. ## How many fee-only advisors who offer one-time plans in New Jersey hold the CFP? 61% of the 33 fee-only advisors who offer one-time plans 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 offer one-time plans? We count an advisor here when their listing shows a one-time planning fee. ## What should I ask fee-only advisors who offer one-time plans in New Jersey? What will I have in hand when we finish? How many meetings does the price include? Can I come back for an update, and what does that cost? Will you tell me exactly which accounts and funds to use? ## How current is this list of fee-only advisors who offer one-time plans 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Ann Minnium](https://find.wellspent.co/advisors/ann-minnium.md) | Concierge Financial Planning, LLC | Margate City, New Jersey | CFP | Hourly, One-time planning fee | | [Tomas Geoghegan](https://find.wellspent.co/advisors/tomas-geoghegan.md) | Beacon Hill Private Wealth | Summit, New Jersey | CFP, CIMA, CPWA, MBA, RMA | Percentage of assets, One-time planning fee | | [Bernard Kiely](https://find.wellspent.co/advisors/bernard-kiely.md) | Kiely Capital Management, Inc. | Morristown, New Jersey | BA, CFP, CPA, MBA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten.md) | Weingarten Associates, LLC | Lawrenceville, New Jersey | CFP, MBA | One-time planning fee | | [Michael Maye](https://find.wellspent.co/advisors/michael-maye.md) | MJM Financial Advisors, LLC | Gillette, New Jersey | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Robert Tucker](https://find.wellspent.co/advisors/robert-tucker.md) | Tucker Wealth Advisory | Westfield, New Jersey | CFA, CFP | Subscription, One-time planning fee, Hourly | | [Ajay Kaisth](https://find.wellspent.co/advisors/ajay-kaisth.md) | KAI Advisors | Princeton Jct, New Jersey | CFP, CRPC, MA | Percentage of assets, Flat fee or retainer, Hourly, One-time planning fee, Ongoing planning fee | | [Chuck Rose](https://find.wellspent.co/advisors/chuck-rose.md) | Granite Rose Wealth Alliance LLC | Fairfield, New Jersey | CFP | One-time planning fee | | [Frank Austin](https://find.wellspent.co/advisors/frank-austin.md) | Sustainable Financial Planning LLC | Hopatcong, New Jersey | BA, CFA, CFP, MBA, ChFC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [John Zeltmann](https://find.wellspent.co/advisors/john-zeltmann.md) | S.F. Ehrlich Associates, Inc. | Cranford, New Jersey | CFA, CFP | Percentage of assets, One-time planning fee | | [Steven Balch](https://find.wellspent.co/advisors/steven-balch.md) | | Ramsey, New Jersey | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Steven Boorstein](https://find.wellspent.co/advisors/steven-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Eric Feldman](https://find.wellspent.co/advisors/eric-feldman.md) | Financial Futures | Wall Township, New Jersey | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Jorie Johnson](https://find.wellspent.co/advisors/jorie-johnson.md) | Financial Futures | Brielle, New Jersey | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [John Fredrick](https://find.wellspent.co/advisors/john-fredrick.md) | RockCrest Financial | Somers Point, New Jersey | ChFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Michael Sabatino](https://find.wellspent.co/advisors/michael-sabatino.md) | Sabadoodle | Princeton, New Jersey | CFP | One-time planning fee, Flat fee or retainer | | [Claudia Saia](https://find.wellspent.co/advisors/claudia-saia.md) | Friedenthal Financial | Marlton, New Jersey | CFA | Percentage of assets, One-time planning fee | | [Felicia Greenwald](https://find.wellspent.co/advisors/felicia-greenwald.md) | Financial Futures | Brielle, New Jersey | | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Frederic Wheeler](https://find.wellspent.co/advisors/frederic-wheeler.md) | Friedenthal Financial | Marlton, New Jersey | CFA | Percentage of assets, One-time planning fee | | [Jeffrey Barnett](https://find.wellspent.co/advisors/jeffrey-barnett.md) | Fintegrity | Tenafly, New Jersey | | Ongoing planning fee, One-time planning fee | | [Andrew Donoghue](https://find.wellspent.co/advisors/andrew-donoghue.md) | AMD Wealth Management | Northfield, New Jersey | | Percentage of assets, One-time planning fee | | [Kevin Leeds](https://find.wellspent.co/advisors/kevin-leeds.md) | Vision Retirement | Maywood, New Jersey | | Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Mark Friedenthal](https://find.wellspent.co/advisors/mark-friedenthal.md) | Friedenthal Financial | Marlton, New Jersey | | Percentage of assets, One-time planning fee | | [Soumyadeep Sinha](https://find.wellspent.co/advisors/soumyadeep-sinha.md) | Friedenthal Financial | Marlton, New Jersey | | Percentage of assets, One-time planning fee | | [Denise Sarkor](https://find.wellspent.co/advisors/denise-sarkor.md) | Sarkor Financial Advisors | Bloomfield, New Jersey | | Hourly, One-time planning fee, Ongoing planning fee, Percentage of assets | | [Richard Berse](https://find.wellspent.co/advisors/richard-berse.md) | Northstar Financial Advisors | North Caldwell, New Jersey | | One-time planning fee | | [Robert Shaara](https://find.wellspent.co/advisors/robert-shaara.md) | Feeney Financial | Riverton, New Jersey | | One-time planning fee | | [Timothy Feeney](https://find.wellspent.co/advisors/timothy-feeney-1713317.md) | Feeney Financial | Mt. Laurel, New Jersey | | One-time planning fee | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).