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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
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)

All 217 firms in New Jersey