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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
Robert Solimano Angel Oak Financial Services Montvale Not listed Hourly
Scott Dunn Tomoro Colts Neck Not listed Percentage of assets, Hourly
Steven Maide Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Stuart Schrenzel Key Client Fiduciary Advisors Fairfield Not listed Percentage of assets, Fixed fees
Timothy Feeney Feeney Financial Mt. Laurel Not listed One-time planning fee
Todd Levine Tomoro Colts Neck Not listed Percentage of assets, Hourly
Anthony Fimognari Parisi Capital Stirling Not listed Percentage of assets
Blake Parisi Parisi Capital Stirling Not listed Percentage of assets
Gary Sica Cynosure Portfolio Advisors Colts Neck Not listed Percentage of assets, Hourly
Hans Taenzer Alliance Wealth Management Group Roseland Not listed Percentage of assets, Hourly
Johnathon Rosica Alliance Wealth Management Group Flemington Not listed Percentage of assets, Hourly
Jordan Hod Revel Wealth Management Elmwood Park Not listed Percentage of assets
Justin Hod Revel Wealth Management Elmwood Park Not listed Percentage of assets
Michael Rosen NorthStar Advisory Group Northfield Not listed Percentage of assets
Michael Yorio MMM Capital Ventures Brick Not listed Percentage of assets, Hourly
Mohammad Naqvi Penta Capital Strategies Livingston Not listed Percentage of assets, Performance-based fees
Roger Dowdeswell KDT Advisors Princeton Not listed Percentage of assets, Hourly
Smara Savoy We Financial Group East Windsor Not listed Percentage of assets, Hourly
Amanda McGrath Asset Advisory Group Kinnelon CFP Percentage of assets, Hourly
AnnaMarie Mock Highland Financial Advisors Wayne CFP Percentage of assets, Fixed fees
Anthony Lupo Tilson Financial Group New Providence CFP Percentage of assets, Hourly
Anthony Schaub Novi Wealth Partners Princeton CFP Percentage of assets, Hourly
Brad Flood Tenon Financial Fanwood CFP Fixed fees
Brandon Bottari Seabridge Investment Advisors Summit CFP Percentage of assets, Fixed fees
Brendan Hughes Condor Capital Wealth Management Martinsville CFP Percentage of assets, Hourly
Brendan Mullooly Mullooly Asset Management Wall Township CFP Percentage of assets, Fixed fees
Brian Deane Apostolic Financial Advisors Saddle River CFP Percentage of assets, Hourly
Caitlin Fastiggi Brooklyn FI Perrineville CFP Percentage of assets, Hourly
Cal Cacciaguida Sterling Financial Planning Sparta CFP Percentage of assets, Hourly
Christopher Helwig Newport Wealth Management Middletown CFP Percentage of assets, Hourly
Constance Millahn Sterling Financial Planning Sparta CFP Percentage of assets, Hourly
Daniel Simonds Contrary Investment Advisors Bloomfield CFP Percentage of assets, Hourly
Daniel Walter Halberstadt Financial Consultants Princeton CFP Percentage of assets, Hourly
David Armbruster Cypress Financial Planning Haddon Heights CFP Percentage of assets, Fixed fees
David Fuhrman Kensington Financial Advisors Roseland CFP, CFA Percentage of assets, Hourly
Dennis McNamara Whealth Advisors Red Bank CFP Fixed fees
Devang Patel Virtus Wealth Solutions Cranford CFP Percentage of assets, Hourly
Donald La Fronz New Amsterdam Wealth Planning Long Branch CFP Percentage of assets, Fixed fees
Douglas Cakert TC Financial Management, CO Margate City CFP Percentage of assets
Eric Tilson Tilson Financial Group New Providence CFP Percentage of assets, Hourly
Gary Hirsh Highland Financial Advisors Wayne CFP Percentage of assets, Fixed fees
Gerald Brown Maltin Wealth Management Ridgewood CFP Percentage of assets, Fixed fees
Gregory Shaw H&s Tax and Wealth Advisors Red Bank CFP Percentage of assets, Fixed fees
Howard Shemitz Integrated Asset Management Wall CFP Percentage of assets, Fixed fees
Jacob Boylan Condor Capital Wealth Management Martinsville CFP Percentage of assets, Hourly
Janhvi Bhatt Zynergy Retirement Planning Red Bank CFP Percentage of assets, Fixed fees
Jason Cole Full Court Strategic Wealth Cherry Hill CFP Percentage of assets, Hourly
Jeanette Lucas Condor Capital Wealth Management Martinsville CFP Percentage of assets, Hourly
Jeffrey Jones Cypress Financial Planning Haddon Heights CFP Percentage of assets, Fixed fees
Joey Casolaro Highland Financial Advisors Wayne CFP Percentage of assets, Fixed fees

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey