# Financial advisors for estate planning in New Jersey > For estate planning in New Jersey, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sean Lovison of Purpose Built Financial Services, LLC, Robert B Walsh of Lighthouse Financial Advisors, Inc. and Andrew Novick of The Investment Connection. Page: https://find.wellspent.co/specialties/estate-planning/new-jersey/ 127 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in New Jersey? For estate planning in New Jersey, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sean Lovison of Purpose Built Financial Services, LLC, Robert B Walsh of Lighthouse Financial Advisors, Inc. and Andrew Novick of The Investment Connection. - [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison/), Purpose Built Financial Services, LLC, Moorestown. Holds the CFP and CPA. Fees on file: ongoing planning fee, one-time planning fee. - [Robert B Walsh](https://find.wellspent.co/advisors/robert-b-walsh/), Lighthouse Financial Advisors, Inc., Red Bank. Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee. - [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick/), The Investment Connection, Bridgewater. Holds the CFP and JD. Fees on file: percentage of assets, ongoing planning fee. - [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein/), RockCrest Financial, Turnersville. Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [Dru Burns](https://find.wellspent.co/advisors/dru-burns/), Drucker Wealth, Mahwah. Holds the CFP. Fees on file: percentage of assets. - [Gary Ribe](https://find.wellspent.co/advisors/gary-ribe/), Accretive Wealth Partners, Parsippany. Holds the CFP. Fees on file: percentage of assets. ## How many fee-only financial advisors in New Jersey work on estate planning? The Wellspent public graph lists 127 fee-only advisors for estate planning in New Jersey, at 60 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in New Jersey located? Of the 127 fee-only advisors for estate planning in New Jersey, 14 are in Fairfield, followed by 11 in Parsippany and 9 in Moorestown. ## How do fee-only advisors for estate planning in New Jersey charge? The most common fee among fee-only advisors for estate planning in New Jersey is a percentage of assets, used by 93% of the 127 with fees on file. Many use more than one: 52% charge fixed fees and 31% 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. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP, JD and CPA. In New Jersey, 49% of the 127 advisors listed hold the CFP. - CFP (49% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (1% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (2% of advisors listed): CPAs help with estate and gift tax filings. ## How do New Jersey advisors for estate planning compare with the rest of the US? 31% of fee-only advisors for estate planning in New Jersey charge by the hour, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New Jersey have an inheritance tax? Yes. New Jersey has an inheritance tax, which falls on some heirs rather than on the estate. ## What should I ask a financial advisor about estate planning in New Jersey? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - Who in my family would owe New Jersey's inheritance tax? ## How current is this list of fee-only advisors for estate planning 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Andrew Novick](https://find.wellspent.co/advisors/andrew-novick.md) | The Investment Connection | Bridgewater, New Jersey | CFP, JD | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Hazel Secco](https://find.wellspent.co/advisors/hazel-secco.md) | Align Financial Solutions | Hoboken, New Jersey | CDFA, CFP | Ongoing planning fee | | [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison.md) | Purpose Built Financial Services, LLC | Moorestown, New Jersey | CFP, CPA | Ongoing planning fee, One-time planning fee, Percentage of assets | | [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro.md) | Wrought Financial Planning | Haddonfield, New Jersey | CFP, CFA | Ongoing planning fee, Flat fee or retainer | | [Tomas Geoghegan](https://find.wellspent.co/advisors/tomas-geoghegan.md) | Beacon Hill Private Wealth | Summit, New Jersey | CFP, CIMA, CPWA, MBA, RMA | Percentage of assets, One-time planning fee | | [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus.md) | Sound Wealth LLC | Marlton, New Jersey | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Thomas Mullooly](https://find.wellspent.co/advisors/thomas-mullooly.md) | Mullooly Asset Management, Inc. | Wall Township, New Jersey | CFP | Percentage of assets, Ongoing planning fee | | [Ryan Dunn](https://find.wellspent.co/advisors/ryan-dunn.md) | Novi Wealth Partners | Princeton, New Jersey | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [Sage Vincent](https://find.wellspent.co/advisors/sage-vincent.md) | PortSalus Wealth Management | Metuchen, New Jersey | CFP, CFS, CIMA, CMT, CRPS, MSFS | Percentage of assets, Fixed fees | | [Frank Austin](https://find.wellspent.co/advisors/frank-austin.md) | Sustainable Financial Planning LLC | Hopatcong, New Jersey | BA, CFA, CFP, MBA, ChFC | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Nicholas LaVerghetta](https://find.wellspent.co/advisors/nicholas-laverghetta.md) | NCM Capital Management, LLC | Long Beach Island, New Jersey | CFP | Hourly | | [Robert B Walsh](https://find.wellspent.co/advisors/robert-b-walsh.md) | Lighthouse Financial Advisors, Inc. | Red Bank, New Jersey | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing planning fee | | [Steven Balch](https://find.wellspent.co/advisors/steven-balch.md) | | Ramsey, New Jersey | CFP | Percentage of assets, One-time planning fee, Flat fee or retainer | | [Aiden Boorstein](https://find.wellspent.co/advisors/aiden-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Gordon Shearer](https://find.wellspent.co/advisors/gordon-shearer.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Jeffrey Hilliard](https://find.wellspent.co/advisors/jeffrey-hilliard.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Joseph McCaffrey](https://find.wellspent.co/advisors/joseph-mccaffrey-5427266.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Matthew Reynolds](https://find.wellspent.co/advisors/matthew-reynolds.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Philip Tompkins](https://find.wellspent.co/advisors/philip-tompkins.md) | CRA Financial | Northfield, New Jersey | CFP | Percentage of assets | | [Robert Martin](https://find.wellspent.co/advisors/robert-martin.md) | CRA Financial | Haddonfield, New Jersey | CFP | Percentage of assets | | [Steven Boorstein](https://find.wellspent.co/advisors/steven-boorstein.md) | RockCrest Financial | Turnersville, New Jersey | CFP | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Dru Burns](https://find.wellspent.co/advisors/dru-burns.md) | Drucker Wealth | Mahwah, New Jersey | CFP | Percentage of assets | | [Eric Gabor](https://find.wellspent.co/advisors/eric-gabor.md) | Eagle Grove Advisors | Westfield, New Jersey | CFP | Percentage of assets, Ongoing planning fee | | [Gideon Drucker](https://find.wellspent.co/advisors/gideon-drucker.md) | Drucker Wealth | Mahwah, New Jersey | CFP | Percentage of assets | | [Robert Gregov](https://find.wellspent.co/advisors/robert-gregov.md) | Roche Financial Partners | Hopewell, New Jersey | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Andrew Randisi](https://find.wellspent.co/advisors/andrew-randisi.md) | Pennsylvania Capital Management | Pennsauken, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Sheahen](https://find.wellspent.co/advisors/brian-sheahen.md) | Hudson Oak Wealth Advisory | Hoboken, New Jersey | CFP, PFS | Ongoing planning fee | | [Eric Furey](https://find.wellspent.co/advisors/eric-furey.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | Percentage of assets | | [Gary Ribe](https://find.wellspent.co/advisors/gary-ribe.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP, CFA | Percentage of assets | | [John Fredrick](https://find.wellspent.co/advisors/john-fredrick.md) | RockCrest Financial | Somers Point, New Jersey | ChFC | Flat fee or retainer, Ongoing planning fee, One-time planning fee, Percentage of assets | | [Kelly Trageser](https://find.wellspent.co/advisors/kelly-trageser.md) | Sea Clear Financial Planning | Brielle, New Jersey | CFP | Percentage of assets, Hourly | | [Nicholas Sullivan](https://find.wellspent.co/advisors/nicholas-sullivan.md) | KFA Private Wealth Group | Cranford, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Paul Esposito](https://find.wellspent.co/advisors/paul-esposito.md) | Prestige Wealth Management Group | Flemington, New Jersey | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Peter D'Agati](https://find.wellspent.co/advisors/peter-d-agati.md) | Stembrook Asset Management | Jersey City, New Jersey | CFA | Percentage of assets | | [Stephen Esposito](https://find.wellspent.co/advisors/stephen-esposito.md) | Accretive Wealth Partners | Parsippany, New Jersey | CFP | Percentage of assets | | [Charles Weidman](https://find.wellspent.co/advisors/charles-weidman.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees | | [Colleen Echausse](https://find.wellspent.co/advisors/colleen-echausse.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees | | [Danny Yu](https://find.wellspent.co/advisors/danny-yu.md) | Hillcrest Wealth Advisors | Holmdel, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Nelson](https://find.wellspent.co/advisors/eric-nelson-5885266.md) | Independence Wealth | Voorhees, New Jersey | CFP | Percentage of assets, Fixed fees | | [Jeffrey Hanson](https://find.wellspent.co/advisors/jeffrey-hanson.md) | Breakwater Capital Group | Paramus, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Jessica Perkins](https://find.wellspent.co/advisors/jessica-perkins.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees | | [Nancy Mulvey](https://find.wellspent.co/advisors/nancy-mulvey.md) | Heritage Financial Counselors | Bedminster, New Jersey | CFP | Percentage of assets, Fixed fees | | [Thomas Mullen](https://find.wellspent.co/advisors/thomas-mullen.md) | Breakwater Capital Group | Paramus, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Bryan Kabot](https://find.wellspent.co/advisors/bryan-kabot.md) | Regency Wealth Management | Ramsey, New Jersey | CFP | Percentage of assets, Fixed fees | | [Daniel Divizio](https://find.wellspent.co/advisors/daniel-divizio.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Sciortino](https://find.wellspent.co/advisors/daniel-sciortino.md) | Fig Tree Wealth Management | Mountainside, New Jersey | ChFC | Percentage of assets, Hourly, Fixed fees | | [Donna Savastani](https://find.wellspent.co/advisors/donna-savastani.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | | [George Don](https://find.wellspent.co/advisors/george-don.md) | Signet Financial Management of Southwest Florida | Parsippany, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Jarman Reilly](https://find.wellspent.co/advisors/jarman-reilly.md) | CRA Financial | Northfield, New Jersey | | Percentage of assets | Showing the first 50 of 127. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/new-jersey/?page=2 ## Related - [Retirement planning in New Jersey](https://find.wellspent.co/specialties/retirement-planning/new-jersey.md) - [Tax planning in New Jersey](https://find.wellspent.co/specialties/tax-planning/new-jersey.md) - [Retirees in New Jersey](https://find.wellspent.co/audiences/retirees/new-jersey.md) - [Pre-retirees in New Jersey](https://find.wellspent.co/audiences/pre-retirees/new-jersey.md) - [Family wealth transfer in New Jersey](https://find.wellspent.co/specialties/family-wealth-transfer/new-jersey.md) - [Small business owners in New Jersey](https://find.wellspent.co/specialties/small-business-owners/new-jersey.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).