Fee-only advisors in New Jersey
Fee-only advisors in Red Bank, Princeton and Fairfield, plus 144 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| John McGovern | Mcgovern Financial Planning | North Arlington | CFP | Percentage of assets, Hourly |
| John Prokop | Tilson Financial Group | New Providence | CFP, CFA | Percentage of assets, Hourly |
| Joseph Goldy | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| Joseph Vecchio | Shore Financial Planning | Monmouth Beach | CFP, PFS | Fixed fees |
| Katherine Feeney | Summit Place Financial Advisors | Summit | CFP, CFA | Percentage of assets |
| Keka Rath | Nextgen Wealth Counselors Limited Liability Company | Plainsboro | CFP | Percentage of assets, Fixed fees |
| Kelly Lynch-Moloney | Palisade Capital Management | Fort Lee | CFP | Percentage of assets, Fixed fees |
| Kevin Duffy | The Private Client Advisory Group | Manasquan | CFP | Percentage of assets, Hourly |
| Kristina Runzer | Onroute Financial | Haddonfield | CFP | Percentage of assets, Hourly |
| Krystina Brown | Financial Decisions | Fair Lawn | CFP | Percentage of assets, Hourly |
| Kurt Ruoff | Cypress Financial Planning | Haddon Heights | CFP | Percentage of assets, Fixed fees |
| Lauren Locker | Locker Financial Services | Verona | CFP | Percentage of assets, Hourly |
| Leonard Hayduchok | Turner Financial Group | Hamilton | CFP | Percentage of assets, Hourly |
| Lisa Jantorno | Jantorno Financial Advisors | Princeton | CFP | Hourly, Fixed fees |
| Lonniece McDonald | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| Lorraine Salvo | Palisade Capital Management | Fort Lee | CFP | Percentage of assets, Fixed fees |
| Magan Zavislak | Best Life Infinity | Williamstown | CFP | Percentage of assets, Hourly |
| Makayla Vazquez | Oliver Luxxe Assets | Gladstone | CFP | Percentage of assets, Fixed fees |
| Marc Lescarret | Marc Alan Wealth Management | Rockaway | CFP | Percentage of assets, Hourly |
| Mark Samel | Choice Asset Management | Lakewood | CFP | Percentage of assets, Hourly |
| Matthew Hannum | Sterling Financial Planning | Sparta | CFP, CFA | Percentage of assets, Hourly |
| Matthew Perri | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Matthew Sola | Ironbound Advisory | Newark | CFP | Percentage of assets, Hourly |
| Michael Cherrey | MDC Financial Consulting | Washington Township | CFP | Percentage of assets, Hourly |
| Michael McGrady | Tilson Financial Group | Whitehouse Station | CFP | Percentage of assets, Hourly |
| Michelle Wu | Tenon Financial | Metuchen | CFP, CFA | Fixed fees |
| Nicholas Nicolette | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Paul Cheransky | Panorama Financial | Fair Lawn | CFP | Percentage of assets, Hourly |
| Paul Zoch | Asset Advisory Group | Kinnelon | CFP | Percentage of assets, Hourly |
| Phyllis Storms | Arrington Financial Advisors | Moorestown | CFP, CFA | Fixed fees |
| Reed Fraasa | Highland Financial Advisors | Riverdale | CFP | Percentage of assets, Fixed fees |
| Robert Dunn | Novi Wealth Partners | Princeton | CFP | Percentage of assets, Hourly |
| Robert Joel | Salvus Wealth Management | Red Bank | CFP | Percentage of assets, Hourly |
| Robert Quinlan | Q Capital Solutions | Sea Girt | CFP | Percentage of assets, Hourly |
| Robert Tilson | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Robert Tilson | Tilson Financial Group | New Providence | CFP | Percentage of assets, Hourly |
| Ross Weiner | Sterling Financial Planning | Sparta | CFP | Percentage of assets, Hourly |
| Ryan Coburn | Atlas Private Wealth Advisors | Red Bank | CFP | Percentage of assets, Hourly |
| Ryan Vogel | Novi Wealth Partners | Princeton | CFP | Percentage of assets, Hourly |
| Ryan Zacharczyk | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Scott Buttfield | Buttfield & Associates | Red Bank | CFP | Percentage of assets, Fixed fees |
| Sean Gallagher | Highland Financial Advisors | Wayne | CFP | Percentage of assets, Fixed fees |
| Sergio Rodriguez | Maltin Wealth Management | Ridgewood | CFP | Percentage of assets, Fixed fees |
| Steven Tyson | Lighthouse Financial Advisors | Red Bank | CFP | Fixed fees |
| Sunsierre Atkinson | Team Financial Planning | Union | CFP | Percentage of assets, Hourly |
| Thomas Cakert | TC Financial Management, CO | Ventnor | CFP | Percentage of assets |
| Thomas Cooney | Cooney Financial Advisors | Marlton | CFP | Percentage of assets, Hourly |
| Thomas Vetter | Vetter Planning | Randolph | CFP | Percentage of assets, Fixed fees |
| Tibor Dani | Wealthness | Boonton | CFP | Percentage of assets, Fixed fees |
| Timothy Moran | Condor Capital Wealth Management | Flemington | CFP | Percentage of assets, Hourly |
Firms headquartered in New Jersey (217)
-
3i Wealth Management
Fairfield, New Jersey
-
ABE Capital Management
Short Hills, New Jersey
-
Able Wealth Management
Toms River, New Jersey
-
Accretive Wealth Partners
Parsippany, New Jersey
-
Adviso Wealth
Princeton, New Jersey
-
AEM Asset Management
Somerset, New Jersey
-
Align Financial Solutions
Hoboken, New Jersey
-
Aligning Wealth
Jersey City, New Jersey
-
Alliance Wealth Management Group
Flemington, New Jersey
-
Amadeus Wealth Alternatives
Hackensack, New Jersey
-
AMD Wealth Management
Northfield, New Jersey
-
Angel Oak Financial Services
Montvale, New Jersey
-
Apogee Financial Services Group
Moorestown, New Jersey
-
Apostolic Financial Advisors
Saddle River, New Jersey
-
Arrington Financial Advisors
Moorestown, New Jersey
-
Artemis Wealth Advisors
Flemington, New Jersey
-
Asset Advisory Group
Kinnelon, New Jersey
-
Astra Wealth Partners, LLC
Jersey City, New Jersey
-
Atherean Asset Management LLC
Jersey City, New Jersey
-
Atlas Private Wealth Advisors
Red Bank, New Jersey
-
Ballaster Financial
Jersey City, New Jersey
-
Baron Financial Group, LLC
Morristown, New Jersey
-
Basalt Wealth
Plainsboro, New Jersey
-
Beacon Hill Private Wealth
Summit, New Jersey
-
Berunda Capital Management
Princeton, New Jersey
-
Breakwater Capital Group
Paramus, New Jersey
-
Buttfield & Associates
Red Bank, New Jersey
-
Calrivan Wealth Management
Randolph, New Jersey
-
Capital Gains Advisory
Township Of Washington, New Jersey
-
Cenacle Partners
Mahwah, New Jersey
-
Chatham Wealth Management
Chatham, New Jersey
-
Choice Asset Management
Lakewood, New Jersey
-
Christakos Financial
Cranford, New Jersey
-
Cipriano Wealth Management
Florham Park, New Jersey
-
Co-Missions Financial Planning
Cherry Hill, New Jersey
-
Condor Capital Management
Martinsville, New Jersey
-
Conklin Shure Financial
Glen Ridge, New Jersey
-
Contrary Investment Advisors
Bloomfield, New Jersey
-
Cooney Financial Advisors, Inc
Marlton, New Jersey
-
Covenant Asset Management
Chester, New Jersey
-
Covered Bridge Financial
Califon, New Jersey
-
CRA Financial
Northfield, New Jersey
-
Cypress Financial Planning
Haddon Heights, New Jersey
-
Dorchester Advisors
Short Hills, New Jersey
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Drucker Wealth
Mahwah, New Jersey
-
Eagle Grove Advisors
Westfield, New Jersey
-
Elements 5 Investment Management
Bridgewater, New Jersey
-
Emissary Wealth
Hackensack, New Jersey
-
Empowered Retirement, Inc.
Roseland, New Jersey
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Epona Financial Solutions
Basking Ridge, New Jersey
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ESD Advisory Services
South Orange, New Jersey
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Eslami & Co. Wealth Management
Glen Ridge, New Jersey
-
Everguide Financial Group
Cranford, New Jersey
-
Fig Tree Wealth Management
Mountainside, New Jersey
-
Financial Compass
Haddonfield, New Jersey
-
Financial Freedom Management
Ramsey, New Jersey
-
Financial Futures
Brielle, New Jersey
-
Fintegrity
Tenafly, New Jersey
-
Fortune Financial
Livingston, New Jersey
-
Freedom Found Financial LLC
Boonton, New Jersey