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Wellspent public graph/Locations/United States/New Jersey
United States

Fee-only advisors in New Jersey

Fee-only advisors in Red Bank, Princeton and Fairfield, plus 144 other cities.

What fee-only financial advisors charge in New Jersey

By the numbers

The Wellspent public graph lists 497 fee-only financial advisors serving New Jersey at 268 firms, most in Red Bank, Princeton and Fairfield. 43% hold the CFP certification. Of the 495 with fees on file, 90% charge percentage of assets.

Advisors listed
497
Firms
268
Cities
147
Hold the CFP
43%
  • Other credentials: CFA 12% · CPA 1% · EA 2%
  • How they charge (of 495 with fees on file): percentage of assets 90% · fixed fees 65% · hourly 47% · ongoing planning fee 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving New Jersey (497)

Fee-only advisors serving New Jersey: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Andrew Novick The Investment Connection Bridgewater CFP, JD Percentage of assets, Ongoing planning fee
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
Tom Duffy Jersey Shore Financial Advisors LLC Red Bank CFP, CDFA, MBA, CRPC Flat fee or retainer, Ongoing planning fee
Andrew Mastro Wrought Financial Planning Haddonfield CFP, CFA Ongoing planning fee, Flat fee or retainer
Andy Panko Tenon Financial Metuchen CFP, RICP, TPCP, EA Flat fee or retainer, Ongoing planning fee
Ann Minnium Concierge Financial Planning, LLC Margate City CFP Hourly, One-time planning fee
Edward Leach Highland Financial Advisors, LLC Wayne CEPA, CFP, MBA Percentage of assets
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
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
Thomas Mullooly Mullooly Asset Management, Inc. Wall Township CFP Percentage of assets, Ongoing planning fee
Anthony Benante Baron Financial Group, LLC Morristown CFA, CFP, ChFC, FPQP Percentage of assets, Fixed fees
Jay Lee Ballaster Financial Jersey City CFA, CFP Percentage of assets, Flat fee or retainer
Joe Vecchio Shore Financial Planning, LLC Monmouth Beach CFP, CPA, MBA, PFS Flat fee or retainer
Ken Weingarten Weingarten Associates, LLC Lawrenceville CFP, MBA One-time planning fee
Kevin Peacock Astra Wealth Partners, LLC Jersey City CAIA, CFP, EA Percentage of assets, Fixed fees
Michael Maye MJM Financial Advisors, LLC Gillette CFP, CPA/PFS, MBA Percentage of assets, Ongoing planning fee
Mike Schupak Astra Wealth Partners LLC Jersey City CFP, EA Percentage of assets, Fixed fees
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
Sage Vincent PortSalus Wealth Management Metuchen CFP, CFS, CIMA, CMT Percentage of assets, Fixed fees
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
John Zeltmann S.F. Ehrlich Associates, Inc. Cranford CFA, CFP Percentage of assets, One-time planning fee
Nicholas LaVerghetta NCM Capital Management, LLC Long Beach Island CFP Hourly
Paul Cipriano Cipriano Wealth Management Florham Park CFP, MBA Percentage of assets, Hourly
Robert B Walsh Lighthouse Financial Advisors, Inc. Red Bank CDFA, CFP, CPA/PFS, CRPC Flat fee or retainer, Ongoing 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
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
Steven Boorstein RockCrest Financial Turnersville CFP Flat fee or retainer, Ongoing planning fee
Vid Ponnapalli Unique Financial Advisors LLC Holmdel CFP, EA, MSFP Ongoing planning fee
Danna Jacobs Lavish Financial Planning Morristown CFP, MBA Ongoing planning fee
Dru Burns Drucker Wealth Mahwah CFP Percentage of assets
Eric Feldman Financial Futures Wall Township CFP Percentage of assets, Hourly

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey