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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
Christopher Cacchiola Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Claudia Saia Friedenthal Financial Marlton CFA Percentage of assets, One-time planning fee
Daniel Moskowitz Chatham Wealth Management Chatham CFP Percentage of assets
Emily Jaffe OFC Wealth Management Short Hills CFP Percentage of assets, Hourly
Felicia Greenwald Financial Futures Brielle Not listed Percentage of assets, Hourly
Frederic Wheeler Friedenthal Financial Marlton CFA Percentage of assets, One-time planning fee
Gregory Hart Haddon Wealth Management Haddonfield CFP Percentage of assets, Flat fee or retainer
Janel Manella Co-Missions Financial Planning Cherry Hill CFP Percentage of assets, Hourly
Jeffrey Barnett Fintegrity Tenafly Not listed Ongoing planning fee, One-time planning fee
Jeffrey Waters OFC Wealth Management Short Hills CFP Percentage of assets, Hourly
Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. Artistic Wealth Red Bank Not listed Percentage of assets, Flat fee or retainer
Jonathan Liebl GenRise Wealth Advisors Mt. Laurel CFP Percentage of assets, Hourly
Jordan Kaufman Green Ridge Wealth Planning Montville CFP, CFA Percentage of assets, Fixed fees
Kevin O'Brien Wise Planning Belle Mead CFP Ongoing planning fee
Matthew Larocca RDM Capital Red Bank CFP Percentage of assets
Nina Shaw The DBS Companies Mendham CFA Percentage of assets, Hourly
Steven Longa Emissary Wealth Hackensack Not listed Percentage of assets, Ongoing planning fee
Alexander Orlando Key Client Fiduciary Advisors Fairfield CFP Percentage of assets, Fixed fees
Andrew Aran Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Andrew Yashin Signet Financial Management of Southwest Florida Parsippany CFA Percentage of assets, Hourly
David Tepp Tepp Wealth Management Westfield PFS Percentage of assets, Hourly
Erik Black Calrivan Wealth Management Randolph Not listed Hourly
Gregg Auerbach Meadowbrook Advisors Bedminster Not listed Percentage of assets, Fixed fees
Harold Sasnowitz BCR Wealth Strategies Clifton CFP Percentage of assets
Jason Blumstein Julius Wealth Advisors Englewood Cliffs CFA Percentage of assets, Fixed fees
John Heisler Quaker Wealth Management Moorestown CFP Percentage of assets, Fixed fees
Lauren Dwyer Strategic Family Wealth Counselors Fairfield CFP Percentage of assets, Hourly
Matthew Santarsiero Tomoro Colts Neck CFP Percentage of assets, Hourly
Michael Dwyer Strategic Family Wealth Counselors Fairfield CFP Percentage of assets, Hourly
Nalby Nouh Prestige Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Nicholas DeSantis Quaker Wealth Management Moorestown CFP, CFA Percentage of assets, Fixed fees
Patricia Scott MSM Financial Strategies New Providence CFP Percentage of assets, Hourly
Paul Saxton Saiph Capital Wyckoff CFP Percentage of assets, Fixed fees
Peter News Quaker Wealth Management Moorestown CFP Percentage of assets, Fixed fees
Robert Barron Signet Financial Management of Southwest Florida Parsippany CFA Percentage of assets, Hourly
Sanjiv Jhaveri SJ Capital Management Monmouth Junction CFA Percentage of assets, Hourly
Timothy Miller Quaker Wealth Management Moorestown CFP Percentage of assets, Fixed fees
Timothy Parker Regency Wealth Management Ramsey CFA Percentage of assets, Fixed fees
Valerie Lemmon Ridgewood Investments Springfield CFA Percentage of assets, Hourly
Abel Reyes Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Alexander MacKnight Rimac Capital Bayonne Not listed Percentage of assets, Hourly
Andrew Donoghue AMD Wealth Management Northfield Not listed Percentage of assets, One-time planning fee
Anil Kothari HappyRich Capital Monroe Township CFA Percentage of assets, Hourly
Anthony Caputo Pallas Capital Advisors Park Ridge Not listed Percentage of assets, Hourly
Cameron Lease Lease Investment Advisors Toms River Not listed Percentage of assets
Christopher Gething Atherean Asset Management LLC Jersey City CFA, CFP, EA Percentage of assets, Fixed fees
Craig Jordan Apogee Financial Services Group Moorestown Not listed Percentage of assets
Cynthia Meyer Real Life Planning Gladstone CFA, CFP, ChFC Percentage of assets, Fixed fees
Cyrus Eslami Eslami & Co. Wealth Management Glen Ridge Not listed Percentage of assets, Ongoing planning fee
Daniel Evans Withum Wealth Management Red Bank CFP Percentage of assets

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey