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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
Linda Wang Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Louis Rettino Lighthouse Financial Advisors Red Bank Not listed Fixed fees
Marc Kane Atlas Private Wealth Advisors New Brunswick Not listed Percentage of assets, Hourly
Marc Shapiro Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Marc Shapiro Shapiro Asset Management Denville Not listed Percentage of assets
Marion Tambone S & a Financial Strategies & Services Cherry Hill Not listed Percentage of assets, Hourly
Mark Bentley Strive Retirement Group Ringoes Not listed Percentage of assets, Hourly
Matthew Biedron Oliver Luxxe Assets Gladstone Not listed Percentage of assets, Fixed fees
Michael Camp Northwest Criterion Asset Management Princeton Not listed Percentage of assets, Hourly
Michael Dudes Pleasantdale Wealth Management Hackettstown Not listed Percentage of assets, Hourly
Michael Emr Signature Wealth Management Partners Rochelle Park Not listed Percentage of assets, Fixed fees
Michael Feiler Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Michael Meyers Mountain Hill Investment Partners Atlantic Highlands Not listed Percentage of assets, Hourly
Michael Walliser Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Michela Zacharczyk Zynergy Retirement Planning Red Bank Not listed Percentage of assets, Fixed fees
Michelle Coffey Sea Change Financial Planning Point Pleasant Not listed Percentage of assets, Hourly
Nicholas Mango Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Nicole Goberman Seabridge Investment Advisors Summit Not listed Percentage of assets, Fixed fees
Peter Maltin Maltin Wealth Management Ridgewood Not listed Percentage of assets, Fixed fees
Peter Ostrowski Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Richard Polo Retirement Wealth Management Nutley Not listed Percentage of assets
Richard Sanchez Sterling Financial Planning Sparta Not listed Percentage of assets, Hourly
Richard Vassos Vassos Investments Mount Laurel Not listed Percentage of assets
Robert Kolyer Seabridge Investment Advisors Summit Not listed Percentage of assets, Fixed fees
Ronica Sethi Global Wealth Management Kingston Not listed Percentage of assets
Ronn Yaish Yaish Financial Bergenfield Not listed Percentage of assets, Hourly
Ross Danzig Oakbourne Advisors Berkeley Heights Not listed Percentage of assets, Fixed fees
Ryan Morse Jersey Shore Portfolio Management Point Pleasant Not listed Percentage of assets, Hourly
Srikanth Nagarajan Berunda Capital Management Princeton Not listed Percentage of assets, Fixed fees
Sripat Pandey Global Wealth Management Kingston Not listed Percentage of assets
Stanley Ehrlich S.F. Ehrlich Associates Cranford Not listed Percentage of assets, Fixed fees
Tara Stewart TGF Assets Lumberton Not listed Percentage of assets, Hourly
Thomas Devine Cypress Financial Planning Haddon Heights Not listed Percentage of assets, Fixed fees
Timothy Mullooly Mullooly Asset Management Wall Township Not listed Percentage of assets, Fixed fees
Timothy Rowe Covenant Asset Management Chester Not listed Percentage of assets, Hourly
Victor Cannillo Baron Financial Group Fair Lawn Not listed Percentage of assets, Fixed fees
Wailam Lee Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Wendy Popowich Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
William Chen Tandem Capital Management Woodcliff Lake Not listed Percentage of assets, Hourly
William Cunliffe Covenant Asset Management Chester Not listed Percentage of assets, Hourly
William McNamara Salvus Wealth Management Red Bank Not listed Percentage of assets, Hourly
William Scholz Maltin Wealth Management Ridgewood Not listed Percentage of assets, Fixed fees
William Somers The Investment Connection Hackettstown Not listed Percentage of assets, Fixed fees
William Villafranco Villafranco Wealth Management Cresskill Not listed Percentage of assets
Wylie Wang Astra Wealth Partners Jersey City Not listed Percentage of assets, Fixed fees
Yannik Mahlangu Zulu Dreams Capital Union City Not listed Percentage of assets
Zachary Scadden Zulu Dreams Capital Union City Not listed Percentage of assets

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey