Financial advisors for family wealth transfer in New Jersey

Which financial advisor should I talk to about passing wealth to the next generation in New Jersey?

For family wealth transfer in New Jersey, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Matthew Reynolds of CRA Financial, Mark Andraos of Regency Wealth Management and Matthew Santarsiero of Tomoro.

How many fee-only financial advisors in New Jersey work on family wealth transfer?

The Wellspent public graph lists 64 fee-only advisors for family wealth transfer in New Jersey, at 22 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in New Jersey charge?

The most common fee among fee-only advisors for family wealth transfer in New Jersey is a percentage of assets, used by 100% of the 64 with fees on file. Many use more than one: 58% charge fixed fees and 41% 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 family wealth transfer have?

For family wealth transfer, look for the CFP. In New Jersey, 25% of the 64 advisors listed hold the CFP.

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 passing wealth to the next generation in New Jersey?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. Who in my family would owe New Jersey's inheritance tax?

How current is this list of fee-only advisors for family wealth transfer 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.