Financial advisors for estate planning in New Jersey
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- 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 Lighthouse Financial Advisors, Inc., Red Bank Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Andrew Novick The Investment Connection, Bridgewater Holds the CFP and JD. Fees on file: percentage of assets, ongoing planning fee.
- Aiden Boorstein RockCrest Financial, Turnersville Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Dru Burns Drucker Wealth, Mahwah Holds the CFP. Fees on file: percentage of assets.
- 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.
Plus 76 in other cities.
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.
- CFP49% in New Jersey
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in New Jersey
- A law degree helps a planner read trusts and documents closely.
- CPA2% in New Jersey
- 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.
Dark bars are New Jersey. Light bars are all US advisors for estate planning.
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.
All 127 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Novick | The Investment Connection | Bridgewater | CFP, JD | Percentage of assets, Ongoing planning fee |
| Hazel Secco | Align Financial Solutions | Hoboken | CDFA, CFP | Ongoing planning fee |
| Sean Lovison | Purpose Built Financial Services, LLC | Moorestown | CFP, CPA | Ongoing planning fee, One-time planning fee |
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Tomas Geoghegan | Beacon Hill Private Wealth | Summit | CFP, CIMA, CPWA, MBA | Percentage of assets, One-time planning fee |
| Matt Reakus | Sound Wealth LLC | Marlton | CFP, EA | Percentage of assets, Hourly |
| Thomas Mullooly | Mullooly Asset Management, Inc. | Wall Township | CFP | Percentage of assets, Ongoing planning fee |
| Ryan Dunn | Novi Wealth Partners | Princeton | CFP, CRPC | Percentage of assets, Hourly |
| Sage Vincent | PortSalus Wealth Management | Metuchen | CFP, CFS, CIMA, CMT | Percentage of assets, Fixed fees |
| Frank Austin | Sustainable Financial Planning LLC | Hopatcong | BA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Nicholas LaVerghetta | NCM Capital Management, LLC | Long Beach Island | CFP | Hourly |
| Robert B Walsh | Lighthouse Financial Advisors, Inc. | Red Bank | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing planning fee |
| Steven Balch Helping you organize your financial life so you can focus on what truly matters | Not listed | Ramsey | CFP | Percentage of assets, One-time planning fee |
| Aiden Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Gordon Shearer | CRA Financial | Northfield | CFP | Percentage of assets |
| Jeffrey Hilliard | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Joseph McCaffrey | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Matthew Reynolds | CRA Financial | Northfield | CFP | Percentage of assets |
| Philip Tompkins | CRA Financial | Northfield | CFP | Percentage of assets |
| Robert Martin | CRA Financial | Haddonfield | CFP | Percentage of assets |
| Steven Boorstein | RockCrest Financial | Turnersville | CFP | Flat fee or retainer, Ongoing planning fee |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Andrew Randisi | Pennsylvania Capital Management | Pennsauken | CFP | Percentage of assets, Hourly |
| Brian Sheahen | Hudson Oak Wealth Advisory | Hoboken | CFP, PFS | Ongoing planning fee |
| Eric Furey | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| Gary Ribe | Accretive Wealth Partners | Parsippany | CFP, CFA | Percentage of assets |
| John Fredrick | RockCrest Financial | Somers Point | ChFC | Flat fee or retainer, Ongoing planning fee |
| Kelly Trageser | Sea Clear Financial Planning | Brielle | CFP | Percentage of assets, Hourly |
| Nicholas Sullivan | KFA Private Wealth Group | Cranford | CFP | Percentage of assets, Hourly |
| Paul Esposito | Prestige Wealth Management Group | Flemington | CFP, CFA | Percentage of assets, Hourly |
| Peter D'Agati | Stembrook Asset Management | Jersey City | CFA | Percentage of assets |
| Stephen Esposito | Accretive Wealth Partners | Parsippany | CFP | Percentage of assets |
| Charles Weidman | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Colleen Echausse | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Danny Yu | Hillcrest Wealth Advisors | Holmdel | CFP | Percentage of assets, Hourly |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Jeffrey Hanson | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Jessica Perkins | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Nancy Mulvey | Heritage Financial Counselors | Bedminster | CFP | Percentage of assets, Fixed fees |
| Thomas Mullen | Breakwater Capital Group | Paramus | CFP | Percentage of assets, Hourly |
| Bryan Kabot | Regency Wealth Management | Ramsey | CFP | Percentage of assets, Fixed fees |
| Daniel Divizio | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Daniel Sciortino | Fig Tree Wealth Management | Mountainside | ChFC | Percentage of assets, Hourly |
| Donna Savastani | CRA Financial | Northfield | Not listed | Percentage of assets |
| George Don | Signet Financial Management of Southwest Florida | Parsippany | CFP | Percentage of assets, Hourly |
| Jarman Reilly | CRA Financial | Northfield | Not listed | Percentage of assets |
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