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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
David Gray Parisi Gray Wealth Management Mendham CFP Percentage of assets
David Walter Halberstadt Financial Consultants, Inc. Princeton CFP, CPA/PFS Percentage of assets, Hourly
Dushyant Pandit Dorchester Advisors Short Hills Not listed Percentage of assets
Elizabeth Miller Summit Place Financial Advisors Summit CFA, CFP Percentage of assets
Gene McGovern McGovern Financial Advisors, LLC Westfield CFP, MBA Hourly, Fixed fees
Gene Tortorello 3i Wealth Management Fairfield CFA Percentage of assets, Ongoing planning fee
Joe Conklin Shure Conklin Shure Financial Glen Ridge CFP, EA Hourly, Fixed fees
John Moynihan Waterstone Wealth Advisors LLC Somerset CFP Not listed
John Munley wHealth Advisors Jersey City CFP Fixed fees
Julie McNulty Financial Compass Haddonfield CFP Percentage of assets, Hourly
Kevin Leeds Vision Retirement Maywood Not listed Flat fee or retainer, Hourly
Kevin Megargel Viso Wealth Management LLC Moorestown CFP, CFA Percentage of assets, Fixed fees
Laurent Metzler Apogee Financial Services Group Moorestown Not listed Percentage of assets
Lee Clay Regatta Capital Group New Vernon Not listed Percentage of assets, Hourly
Lino DeAngelis Alliance Wealth Management Group Flemington CFP Percentage of assets, Hourly
Mark Friedenthal Friedenthal Financial Marlton Not listed Percentage of assets, One-time planning fee
Martin Scott Lasting Wealth Principles Freehold CFP, EA Percentage of assets, Fixed fees
Robert Kernan NorthStar Advisory Group Northfield CFP Percentage of assets
Ryan Volpe Volpe Investments Cranford CFA Percentage of assets, Fixed fees
Sara Solano LodeStar Long Valley Not listed Percentage of assets, Hourly
Sean Cooney Cooney Financial Advisors, Inc Marlton CFP Percentage of assets, Hourly
Sean Severson Withum Wealth Management Red Bank CFP, CFA Percentage of assets
Soumyadeep Sinha Friedenthal Financial Marlton Not listed Percentage of assets, One-time planning fee
Steve Kampschmidt Freedom Found Financial LLC Boonton CFP, MBA Hourly, Fixed fees
Steven Tambone S & A Financial Strategies and Services, LLC Cherry Hill BSEE, CFP, ChFC, CLU Not listed
Tanya Walliser Condor Capital Management Martinsville CFP Percentage of assets, Hourly
Thomas Duffy Jersey Shore Financial Advisors, LLC Princeton CDFA, CFP, CRPC, MBA Percentage of assets, Fixed fees
Thomas Marrollo Apogee Financial Services Group Moorestown Not listed Percentage of assets
Tom O'Neill We are a multi generational wealth management team. Not listed Mount Laurel Not listed Percentage of assets
Tom Vetter Vetter Planning Randolph CFP Percentage of assets, Fixed fees
William Keller Keller Wealth Management Morristown Not listed Percentage of assets, Hourly
Zachary Sirota IRON Financial Cresskill Not listed Percentage of assets, Performance-based fees
Andrew Christakos Christakos Financial Cranford Not listed Percentage of assets, Hourly
Anna Christakos Christakos Financial Cranford Not listed Percentage of assets, Hourly
Brandon Furlan Capital Gains Advisory Township Of Washington Not listed Flat fee or retainer
Brett Herron HFM Investment Advisors Glassboro Not listed Percentage of assets, Fixed fees
Charles Pouliot Wealth Effects West New York Not listed Percentage of assets
David Berkowitz VAP Wealth Advisors Red Bank Not listed Percentage of assets
David Schram Elements 5 Investment Management Bridgewater Not listed Percentage of assets, Hourly
Denise Sarkor Sarkor Financial Advisors Bloomfield Not listed Hourly, One-time planning fee
Gwen Gepfert OakTree Financial Planning and Consulting Basking Ridge Not listed Hourly
Jaclyn Campis Tomoro Colts Neck CFA Percentage of assets, Hourly
Jennifer Kirby Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Jenny Elstein Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Joseph Gaspari HFM Investment Advisors Glassboro Not listed Percentage of assets, Fixed fees
Justin Scotto Tomoro Colts Neck ChFC Percentage of assets, Hourly
Kaushal Majmudar Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Maria Garyfallos Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Matthew Granizo Talisman Wealth Advisors Mountainside Not listed Ongoing planning fee
Neil Murphy NPM Consulting Ridgewood Not listed Percentage of assets, Fixed fees

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey