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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
Peter Christakos Christakos Financial Westfield Not listed Percentage of assets, Hourly
Robert Guerra Guerra Pan Advisors Montclair Not listed Percentage of assets
Ryan Hulsebos Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Ryan Tuttle Signet Financial Management of Southwest Florida Parsippany Not listed Percentage of assets, Hourly
Sara Hutman Able Wealth Management Toms River Not listed Percentage of assets, Flat fee or retainer
Sarah Kovalakides Tepp Wealth Management Westfield Not listed Percentage of assets, Hourly
Scott Drown Regency Wealth Management Ramsey Not listed Percentage of assets, Fixed fees
Simcha Goldberg Able Wealth Management Toms River Not listed Percentage of assets, Flat fee or retainer
Stephen Tuttle Signet Financial Management of Southwest Florida Parsippany Not listed Percentage of assets, Hourly
Terrance McGuire Ridgewood Investments Springfield Not listed Percentage of assets, Hourly
Timothy Boulanger Strategic Family Wealth Counselors Fairfield ChFC Percentage of assets, Hourly
Timothy Macguire Eagle Bay Family Office Maplewood Not listed Percentage of assets, Hourly
Tyler Reedman HFM Investment Advisors Glassboro Not listed Percentage of assets, Fixed fees
Abhijeet Mhatre HappyRich Capital Monroe Township Not listed Percentage of assets, Hourly
Alexander Strauss RDM Capital Red Bank Not listed Percentage of assets
Brandon Sisk Green Ridge Wealth Planning Montville Not listed Percentage of assets, Fixed fees
Bruno Larocca RDM Capital Red Bank Not listed Percentage of assets
Carlos Rodrigues Fortune Financial Livingston Not listed Percentage of assets, Fixed fees
Deep Patel GenRise Wealth Advisors Mt. Laurel Not listed Percentage of assets, Hourly
Devon Shapiro Shapiro Financial Security Group Hazlet Not listed Percentage of assets, Hourly
Gerard McGeough Chatham Wealth Management Chatham Not listed Percentage of assets
John Lui Chatham Wealth Management Chatham Not listed Percentage of assets
Louis Tranquilli Tranquilli Financial Advisor Clinton Not listed Percentage of assets, Hourly
Luciano Betman Green Ridge Wealth Planning Montville Not listed Percentage of assets, Fixed fees
Richard Berse Northstar Financial Advisors North Caldwell Not listed One-time planning fee
Robert Mascia Green Ridge Wealth Planning Montville Not listed Percentage of assets, Fixed fees
Robert Moskowitz Chatham Wealth Management Chatham Not listed Percentage of assets
Sean Cole Green Ridge Wealth Planning Montville Not listed Percentage of assets, Fixed fees
Thomas Leidner QP Wealth Management Haven Not listed Percentage of assets, Hourly
Timothy Dowdeswell KDT Advisors Princeton CFA Percentage of assets, Hourly
Andrew Guez Tomoro Colts Neck Not listed Percentage of assets, Hourly
Ben Duronio Tomoro Colts Neck Not listed Percentage of assets, Hourly
Bryan Kaufman Paradigm Wealth Management Bridgewater Not listed Percentage of assets, Hourly
Christaphor Thomasian Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Christian Garces Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Daniel Roccato Quaker Wealth Management Moorestown Not listed Percentage of assets, Fixed fees
David Mozeika Tomoro Red Bank Not listed Percentage of assets, Hourly
Eric Fishman Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Jacob Halberstam Equinum Lakewood Not listed Percentage of assets
Jeremy Suarez Tomoro Red Bank Not listed Percentage of assets, Hourly
Joel Orris Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Mark Perez Paradigm Wealth Management Bridgewater Not listed Percentage of assets, Hourly
Michael Dwyer Strategic Family Wealth Counselors Fairfield Not listed Percentage of assets, Hourly
Michael Karlin Tomoro Colts Neck Not listed Percentage of assets, Hourly
Randolph Fisher Artemis Wealth Advisors Flemington Not listed Percentage of assets, Hourly
Reese Little Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Richard Flora Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Robert Canzani Saiph Capital Wyckoff Not listed Percentage of assets, Fixed fees
Robert Mehlin Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Robert Shaara Feeney Financial Riverton Not listed One-time planning fee

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey