W Wellspent Public advisor graph
Get matched
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
Christopher Wang Runnymede Capital Management Morristown Not listed Percentage of assets, Hourly
Claudia Rodriguez Cenacle Partners Mahwah Not listed Percentage of assets
Daniel Connolly Covenant Asset Management Warren Not listed Percentage of assets, Hourly
Daniel Kelly Navesink Advisors Lincroft Not listed Percentage of assets
Daniel Satz Novi Wealth Partners Princeton Not listed Percentage of assets, Hourly
Danny Saporu New Street Advisors Group Scotch Plains Not listed Percentage of assets, Hourly
Daren O'Connor LBK Financial Whippany Not listed Percentage of assets, Hourly
David Descalzi Seabridge Investment Advisors Summit Not listed Percentage of assets, Fixed fees
David Steiner Purple DOG Investments Springfield Not listed Percentage of assets, Hourly
Deanna Iannuzzi Sterling Financial Planning Sparta Not listed Percentage of assets, Hourly
Dennison Veru Palisade Capital Management Fort Lee Not listed Percentage of assets, Fixed fees
Derek Ralston NCM Capital Management Ramsey Not listed Percentage of assets, Hourly
Devin Starr Novi Wealth Partners Princeton Not listed Percentage of assets, Hourly
Dhvani Udani Unique Financial Advisors Holmdel Not listed Percentage of assets, Hourly
Donald Hill Hill and Labarre Wealth Management Williamstown Not listed Percentage of assets, Hourly
Donald Hill Hill and Labarre Wealth Management Williamstown Not listed Percentage of assets, Hourly
Donald Webb Webb Financial Planning Haddon Heights Not listed Hourly, Fixed fees
Donald Weir Covenant Asset Management Chester Not listed Percentage of assets, Hourly
Ean Jaffe Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Edward Condon Cenacle Partners Mahwah Not listed Percentage of assets
Edward Dove ESD Advisory Services South Orange Not listed Percentage of assets, Hourly
Edward Papier Amadeus Wealth Alternatives Hackensack Not listed Percentage of assets, Fixed fees
Eric Nelson ABE Capital Management Short Hills Not listed Percentage of assets
Eric Schwartz AEM Asset Management Somerset Not listed Percentage of assets, Hourly
Erika Moromisato Brooklyn FI Hackensack Not listed Percentage of assets, Hourly
Gabriel Rowe Covenant Asset Management Chester Not listed Percentage of assets, Hourly
Gavin Gewecke Park Edge Advisors Hackettstown Not listed Percentage of assets, Hourly
Grace Gallagher Zynergy Retirement Planning Red Bank Not listed Percentage of assets, Fixed fees
Hirbod Azmi Virtus Wealth Solutions Cranford Not listed Percentage of assets, Hourly
Hiren Shah Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Humberto Portillo Financial Freedom Management Ramsey Not listed Percentage of assets, Hourly
James Lynch Oliver Luxxe Assets Gladstone Not listed Percentage of assets, Fixed fees
James Russo Altrius Capital Management Jersey City Not listed Percentage of assets
Jason Ross Atwood Financial Planning Cranford Not listed Hourly, Fixed fees
Jeffrey Jacobs Salvus Wealth Management Red Bank Not listed Percentage of assets, Hourly
Jennifer Strymecki Transition Financial Advisors Group Montvale Not listed Percentage of assets, Hourly
Jeremiah Walter Halberstadt Financial Consultants Princeton Not listed Percentage of assets, Hourly
Jie Hayes Songbird Capital Princeton Not listed Percentage of assets, Hourly
John Moore Oakbourne Advisors Berkeley Heights Not listed Percentage of assets, Fixed fees
John Vassos Vassos Investments Mount Laurel Not listed Percentage of assets
Jonathan Kliment Condor Capital Wealth Management Martinsville Not listed Percentage of assets, Hourly
Karina Sales Linehan Sagebroadview Wealth Management Morristown Not listed Percentage of assets, Hourly
Keith Lindberg Freedom Investment Management Cranford Not listed Percentage of assets
Kenneth Lenskold Private Client Group Asset Management Gladstone Not listed Percentage of assets, Hourly
Kevin Gibney Kevin M. Gibney and Company Iselin Not listed Percentage of assets, Fixed fees
Lauren Siewert Mountain Hill Investment Partners Atlantic Highlands Not listed Percentage of assets, Hourly
Leo Tropeano Tilson Financial Group Whitehouse Station Not listed Percentage of assets, Hourly
Leon Schenker Thames Asset Management Hackensack Not listed Percentage of assets, Hourly
Levi Donohue Sound Wealth Marlton Not listed Percentage of assets, Hourly
Linda Ialacci H&s Tax and Wealth Advisors Hamilton Not listed Percentage of assets, Fixed fees

Firms headquartered in New Jersey (217)

All 217 firms in New Jersey