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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
Eric Gabor Eagle Grove Advisors Westfield CFP Percentage of assets, Ongoing planning fee
Gideon Drucker Drucker Wealth Mahwah CFP Percentage of assets
Jamie Mutinsky Emissary Wealth Hackensack CFP Percentage of assets, Ongoing planning fee
Jorie Johnson Financial Futures Brielle CFP Percentage of assets, Hourly
Matthew Crum True North Financial Services, LLC Port Murray CFP Ongoing planning fee
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
Brian Sheahen Hudson Oak Wealth Advisory Hoboken CFP, PFS Ongoing planning fee
Eric Furey Accretive Wealth Partners Parsippany CFP, CFA Percentage of assets
Gary Ribe Accretive Wealth Partners Parsippany CFP, CFA Percentage of assets
John Fredrick RockCrest Financial Somers Point ChFC Flat fee or retainer, Ongoing planning fee
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
Peter D'Agati Stembrook Asset Management Jersey City CFA Percentage of assets
Stephen Esposito Accretive Wealth Partners Parsippany CFP Percentage of assets
Charles Weidman Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Colleen Echausse Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Danny Yu Hillcrest Wealth Advisors Holmdel CFP Percentage of assets, Hourly
Eric Nelson Independence Wealth Voorhees CFP Percentage of assets, Fixed fees
Jeffrey Hanson Breakwater Capital Group Paramus CFP Percentage of assets, Hourly
Jessica Perkins Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Michael Sabatino Sabadoodle Princeton CFP One-time planning fee, Flat fee or retainer
Nancy Mulvey Heritage Financial Counselors Bedminster CFP Percentage of assets, Fixed fees
Thomas Mullen Breakwater Capital Group Paramus CFP Percentage of assets, Hourly
Andrew Barnhardt HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees
Bryan Kabot Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Catherine Allen-Carlozo HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees
Daniel Divizio Signet Financial Management of Southwest Florida Parsippany CFP Percentage of assets, Hourly
Daniel Sciortino Fig Tree Wealth Management Mountainside ChFC Percentage of assets, Hourly
Donna Savastani CRA Financial Northfield Not listed Percentage of assets
George Don Signet Financial Management of Southwest Florida Parsippany CFP Percentage of assets, Hourly
Jarman Reilly CRA Financial Northfield Not listed Percentage of assets
Jason Gabrieli HFM Investment Advisors Glassboro CFP Percentage of assets, Fixed fees
Jennifer Colon CRA Financial Northfield Not listed Percentage of assets
John Hughes CRA Financial Northfield Not listed Percentage of assets
Mark Andraos Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Mark Reitsma Regency Wealth Management Ramsey CFP Percentage of assets, Fixed fees
Samantha Swiderski CRA Financial Northfield Not listed Percentage of assets
Shawn Hirsch Signet Financial Management of Southwest Florida Parsippany CFP Percentage of assets, Hourly
Thomas Kosinski Stembrook Asset Management Red Bank Not listed Percentage of assets
Thomas Reynolds CRA Financial Northfield Not listed Percentage of assets
Volodymyr Stasenko Signet Financial Management of Southwest Florida Parsippany CFP Percentage of assets, Hourly
Wesley English Vault Private Wealth Lawrenceville CFP Percentage of assets
Yoel Kaplowitz Able Wealth Management Toms River CFP Percentage of assets, Flat fee or retainer
Christina Light Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey