One-time financial plans in New Jersey
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- John Zeltmann S.F. Ehrlich Associates, Inc., Cranford Holds the CFP and CFA. Fees on file: percentage of assets, one-time 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.
- Bernard Kiely Kiely Capital Management, Inc., Morristown Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Michael Maye MJM Financial Advisors, LLC, Gillette Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Frank Austin Sustainable Financial Planning LLC, Hopatcong Holds the CFP and CFA. Fees on file: percentage of assets, one-time planning fee.
- Robert Tucker Tucker Wealth Advisory, Westfield Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
By the numbers
- Advisors listed
- 33
- Firms
- 24
- Cities
- 27
- Hold the CFP
- 61%
- Other credentials: CFA 18% · CPA 9% · ChFC 6%
- How they charge (of 33 with fees on file): one-time planning fee 100% · percentage of assets 64% · ongoing planning fee 52% · hourly 30%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
One-time financial plans by state
Questions about one-time financial plans
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.
All 33 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Novick | The Investment Connection | Bridgewater | CFP, JD | Percentage of assets, 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 |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| 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 |
| 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 |
| Ajay Kaisth | KAI Advisors | Princeton Jct | CFP, CRPC, MA | Percentage of assets, Flat fee or retainer |
| Chuck Rose | Granite Rose Wealth Alliance LLC | Fairfield | CFP | One-time planning fee |
| Frank Austin | Sustainable Financial Planning LLC | Hopatcong | BA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| John Zeltmann | S.F. Ehrlich Associates, Inc. | Cranford | CFA, CFP | Percentage of assets, One-time 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 |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| Michael Sabatino | Sabadoodle | Princeton | CFP | One-time planning fee, Flat fee or retainer |
| Claudia Saia | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Felicia Greenwald | Financial Futures | Brielle | Not listed | Percentage of assets, Hourly |
| Frederic Wheeler | Friedenthal Financial | Marlton | CFA | Percentage of assets, One-time planning fee |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Andrew Donoghue | AMD Wealth Management | Northfield | Not listed | Percentage of assets, One-time planning fee |
| Kevin Leeds | Vision Retirement | Maywood | Not listed | Flat fee or retainer, Hourly |
| Mark Friedenthal | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Soumyadeep Sinha | Friedenthal Financial | Marlton | Not listed | Percentage of assets, One-time planning fee |
| Denise Sarkor | Sarkor Financial Advisors | Bloomfield | Not listed | Hourly, One-time planning fee |
| Richard Berse | Northstar Financial Advisors | North Caldwell | Not listed | One-time planning fee |
| Robert Shaara | Feeney Financial | Riverton | Not listed | One-time planning fee |
| Timothy Feeney | Feeney Financial | Mt. Laurel | Not listed | One-time planning fee |
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