Financial advisors for equity compensation in New Jersey

Which financial advisor should I talk to about equity compensation in New Jersey?

For equity compensation in New Jersey, talk to a fee-only planner who models grants as part of the whole plan, not one who only manages the portfolio. The strongest fit pairs planning with tax depth, because most costly mistakes here are tax timing mistakes. Records to start with include Andrew Mastro of Wrought Financial Planning, Sean Lovison of Purpose Built Financial Services, LLC and Sweta Bhargav of Adviso Wealth.

How many fee-only financial advisors in New Jersey work on equity compensation?

The Wellspent public graph lists 45 fee-only advisors for equity compensation in New Jersey, at 24 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for equity compensation in New Jersey charge?

The most common fee among fee-only advisors for equity compensation in New Jersey is a percentage of assets, used by 91% of the 45 with fees on file. Many use more than one: 36% charge an ongoing planning fee and 27% charge by the hour.

How much do fee-only financial advisors charge in New Jersey?

Fee-only financial advisors in New Jersey charge a median of $7,450 a year for ongoing planning. We found this across the published prices of 17 New Jersey firms.

How much does a one-time financial plan cost in New Jersey?

A one-time financial plan from a fee-only firm in New Jersey has a median price of $2,500. We found this across the published prices of 16 New Jersey firms.

See every fee-only advisor fee in New Jersey

What credentials should a financial advisor for equity compensation have?

For equity compensation, look for the EA, CPA and CFP. In New Jersey, 58% of the 45 advisors listed hold the CFP.

Does New Jersey tax income on top of federal tax?

Yes. New Jersey has a state income tax, so a financial plan for a New Jersey resident should project it alongside federal tax.

What happens to stock pay if you move to or from New Jersey?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from New Jersey can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor about equity compensation in New Jersey?

1. How many clients do you have with my type of equity (RSUs, ISOs, NSOs, or ESPP)?
2. How will you handle the gap between the 22% federal withholding on vesting and my actual tax rate?
3. If I hold ISOs, how do you model AMT before I exercise?
4. What's your plan for reducing my company stock, and how would you time the sales?
5. How will you plan for New Jersey tax alongside federal tax?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for equity compensation in New Jersey?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.