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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
Timothy Starkey Liftpoint Family Wealth Advisors Far Hills CFP, ChFC Percentage of assets, Fixed fees
Bernard Picchi Palisade Capital Management Fort Lee CFA Percentage of assets, Fixed fees
Brent Robinson Palisade Capital Management Fort Lee CFA Percentage of assets, Fixed fees
Carol Cho IRC Wealth Jersey City ChFC Percentage of assets, Fixed fees
Christopher Clark Covenant Asset Management Chester CFA Percentage of assets, Hourly
Christopher Gula Summit Place Financial Advisors Hoboken CFA Percentage of assets
Christopher Rolf Altrius Capital Management Jersey City CFA Percentage of assets
David Cooley Covered Bridge Financial Califon ChFC Percentage of assets, Hourly
David Guarino Covenant Asset Management Chester ChFC Percentage of assets, Hourly
Dorota Warchol Virtus Wealth Solutions Cranford ChFC Percentage of assets, Hourly
Glen Thomas Sterling Financial Planning Sparta CFA Percentage of assets, Hourly
Howard Chin Seabridge Investment Advisors Summit CFA Percentage of assets, Fixed fees
J. Manley Manley Capital Management Far Hills CFA Percentage of assets, Fixed fees
James Suazo Baron Financial Group Fair Lawn ChFC Percentage of assets, Fixed fees
John Guarino Covenant Asset Management Chester CFA Percentage of assets, Hourly
Kenneth Schapiro Condor Capital Wealth Management Martinsville CFA Percentage of assets, Hourly
Kent Sheng Tandem Capital Management Woodcliff Lake CFA Percentage of assets, Hourly
Kristopher Jones Condor Capital Wealth Management Lawrenceville CFA Percentage of assets, Hourly
Lauren Wong Tandem Capital Management Woodcliff Lake CFA Percentage of assets, Hourly
Mark Painter Everguide Financial Group Cranford CFA Percentage of assets, Fixed fees
Matthew Taranto Mountainpoint Investment Advisors Bernardsville CFA Percentage of assets
Richard Polo Retirement Wealth Management Nutley PFS Percentage of assets
Robert Rewey Rewey Asset Management Spring Lake CFA Percentage of assets, Hourly
Sagar Bhimavarapu Mountain Avenue Capital New Providence CFA Percentage of assets, Hourly
Sonja Elia Salvus Wealth Management Red Bank ChFC Percentage of assets, Hourly
Timothy Spuler Truvine Financial Moorestown ChFC Percentage of assets, Hourly
William Dudes Pleasantdale Wealth Management Hackettstown ChFC Percentage of assets, Hourly
Abdulaziz Shroff SNC Wealth Management Plainsboro Not listed Percentage of assets
Aimee Jensen Salvus Wealth Management Red Bank Not listed Percentage of assets, Hourly
Albert Silvestri Platform Wealth Advisors Forked River Not listed Percentage of assets, Fixed fees
Alison Berman Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Andrew Christiansen Condor Capital Wealth Management Morristown Not listed Percentage of assets, Hourly
Andrew Kaiser Mountain Hill Investment Partners Atlantic Highlands Not listed Percentage of assets, Hourly
Andrew Peters Oakbourne Advisors Berkeley Heights Not listed Percentage of assets, Fixed fees
Andrew Tang Turner Financial Group Northvale Not listed Percentage of assets, Hourly
Andrew Wang Runnymede Capital Management Morristown Not listed Percentage of assets, Hourly
Aryeh Rogoff Baron Financial Group Fair Lawn Not listed Percentage of assets, Fixed fees
Asheem Asthana Tandem Capital Management Woodcliff Lake Not listed Percentage of assets, Hourly
Austin Neary Plan2prosper LLC. Andover Not listed Percentage of assets, Hourly
Benjamin Pitts Cypress Financial Planning Haddon Heights Not listed Percentage of assets, Fixed fees
Brad Jacobson Oliver Luxxe Assets Gladstone Not listed Percentage of assets, Fixed fees
Bradley Goldman Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Brenden Leese Novi Wealth Partners Princeton Not listed Percentage of assets, Hourly
Brennan Guli Lighthouse Financial Advisors Red Bank Not listed Fixed fees
Brian Dudes Pleasantdale Wealth Management Hackettstown Not listed Percentage of assets, Hourly
Charles Harris H&s Tax and Wealth Advisors Red Bank Not listed Percentage of assets, Fixed fees
Charlotte Camp Northwest Criterion Asset Management Princeton Not listed Percentage of assets, Hourly
Cheryl Werbeloff Kensington Financial Advisors Roseland Not listed Percentage of assets, Hourly
Chi Tang Basalt Wealth Plainsboro Not listed Percentage of assets, Hourly
Christopher Henderson Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey