# Financial advisors for founders in New Jersey > For founders in New Jersey, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Sean Lovison of Purpose Built Financial Services, LLC, Joe Vecchio of Shore Financial Planning, LLC and Robert Gregov of Roche Financial Partners. Page: https://find.wellspent.co/specialties/founders-pre-exit/new-jersey/ 56 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 as a founder in New Jersey? For founders in New Jersey, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Sean Lovison of Purpose Built Financial Services, LLC, Joe Vecchio of Shore Financial Planning, LLC and Robert Gregov of Roche Financial Partners. - [Sean Lovison](https://find.wellspent.co/advisors/sean-lovison/), Purpose Built Financial Services, LLC, Moorestown. Holds the CPA and CFP. Fees on file: ongoing planning fee, one-time planning fee. - [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio/), Shore Financial Planning, LLC, Monmouth Beach. Holds the CPA and CFP. Fees on file: flat fee or retainer. - [Robert Gregov](https://find.wellspent.co/advisors/robert-gregov/), Roche Financial Partners, Hopewell. Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee. - [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav/), Adviso Wealth, Princeton. Holds the CFP and CFA. Fees on file: flat fee or retainer, hourly. - [Andrew Mastro](https://find.wellspent.co/advisors/andrew-mastro/), Wrought Financial Planning, Haddonfield. Holds the CFP and CFA. Fees on file: ongoing planning fee, flat fee or retainer. - [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus/), Sound Wealth LLC, Marlton. Holds the EA and CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in New Jersey work with founders? The Wellspent public graph lists 56 fee-only advisors for founders in New Jersey, at 30 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for founders in New Jersey located? Of the 56 fee-only advisors for founders in New Jersey, 8 are in Colts Neck, followed by 6 in Glassboro and 5 in Montville. ## How do fee-only advisors for founders in New Jersey charge? The most common fee among fee-only advisors for founders in New Jersey is a percentage of assets, used by 82% of the 56 with fees on file. Many use more than one: 59% 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. ## What credentials should a financial advisor for founders have? For founders, look for the CPA, EA and CFP. In New Jersey, 38% of the 56 advisors listed hold the CFP. - CPA (4% of advisors listed): CPAs can model deal structure and the tax on proceeds. - EA (2% of advisors listed): Enrolled agents bring tax depth for multi-year planning. - CFP (38% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (13% of advisors listed): The CFA helps with investing a large sum at once. ## How do New Jersey advisors for founders compare with the rest of the US? 82% of fee-only advisors for founders in New Jersey charge a percentage of assets, compared with 93% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 as a founder in New Jersey? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - How will you plan for New Jersey tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [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 | | [Sweta Bhargav](https://find.wellspent.co/advisors/sweta-bhargav.md) | Adviso Wealth | Princeton, New Jersey | CEPA, CFA, CFP | Flat fee or retainer, Hourly, One-time planning fee, Ongoing 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 | | [Edward Leach](https://find.wellspent.co/advisors/edward-leach.md) | Highland Financial Advisors, LLC | Wayne, New Jersey | CEPA, CFP, MBA | Percentage of assets | | [Matt Reakus](https://find.wellspent.co/advisors/matt-reakus.md) | Sound Wealth LLC | Marlton, New Jersey | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Joe Vecchio](https://find.wellspent.co/advisors/joe-vecchio.md) | Shore Financial Planning, LLC | Monmouth Beach, New Jersey | CFP, CPA, MBA, PFS | Flat fee or retainer | | [Chuck Rose](https://find.wellspent.co/advisors/chuck-rose.md) | Granite Rose Wealth Alliance LLC | Fairfield, New Jersey | CFP | One-time planning fee | | [Jenna VanLeeuwen](https://find.wellspent.co/advisors/jenna-vanleeuwen.md) | Aligning Wealth | Jersey City, New Jersey | CEPA, CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Robert Gregov](https://find.wellspent.co/advisors/robert-gregov.md) | Roche Financial Partners | Hopewell, New Jersey | CFP, CFA | Percentage of assets, Ongoing planning fee | | [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 | | [Eric Nelson](https://find.wellspent.co/advisors/eric-nelson-5885266.md) | Independence Wealth | Voorhees, New Jersey | CFP | Percentage of assets, Fixed fees | | [Andrew Barnhardt](https://find.wellspent.co/advisors/andrew-barnhardt.md) | HFM Investment Advisors | Glassboro, New Jersey | CFP | Percentage of assets, Fixed fees | | [Catherine Allen-Carlozo](https://find.wellspent.co/advisors/catherine-allen-carlozo.md) | HFM Investment Advisors | Glassboro, New Jersey | CFP | Percentage of assets, Fixed fees | | [Jason Gabrieli](https://find.wellspent.co/advisors/jason-gabrieli.md) | HFM Investment Advisors | Glassboro, New Jersey | CFP | Percentage of assets, Fixed fees | | [Thomas Kosinski](https://find.wellspent.co/advisors/thomas-kosinski.md) | Stembrook Asset Management | Red Bank, New Jersey | | Percentage of assets | | [Gregory Hart](https://find.wellspent.co/advisors/gregory-hart.md) | Haddon Wealth Management | Haddonfield, New Jersey | CFP | Percentage of assets, Flat fee or retainer | | [Jeffrey Barnett](https://find.wellspent.co/advisors/jeffrey-barnett.md) | Fintegrity | Tenafly, New Jersey | | Ongoing planning fee, One-time planning fee | | [Jesse Celeste](https://find.wellspent.co/advisors/jesse-celeste.md) | Artistic Wealth | Red Bank, New Jersey | | Percentage of assets, Flat fee or retainer, Hourly, Subscription | | [Jordan Kaufman](https://find.wellspent.co/advisors/jordan-kaufman.md) | Green Ridge Wealth Planning | Montville, New Jersey | CFP, CFA | Percentage of assets, Fixed fees | | [Gregg Auerbach](https://find.wellspent.co/advisors/gregg-auerbach.md) | Meadowbrook Advisors | Bedminster, New Jersey | | Percentage of assets, Fixed fees | | [Harold Sasnowitz](https://find.wellspent.co/advisors/harold-sasnowitz.md) | BCR Wealth Strategies | Clifton, New Jersey | CFP | Percentage of assets | | [Matthew Santarsiero](https://find.wellspent.co/advisors/matthew-santarsiero.md) | Tomoro | Colts Neck, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Nalby Nouh](https://find.wellspent.co/advisors/nalby-nouh.md) | Prestige Wealth Management Group | Flemington, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Cyrus Eslami](https://find.wellspent.co/advisors/cyrus-eslami.md) | Eslami & Co. Wealth Management | Glen Ridge, New Jersey | | Percentage of assets, Ongoing planning fee | | [Lino DeAngelis](https://find.wellspent.co/advisors/lino-deangelis.md) | Alliance Wealth Management Group | Flemington, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Sara Solano](https://find.wellspent.co/advisors/sara-solano.md) | LodeStar | Long Valley, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Tom O'Neill](https://find.wellspent.co/advisors/tom-oneill.md) | | Mount Laurel, New Jersey | | Percentage of assets | | [Zachary Sirota](https://find.wellspent.co/advisors/zachary-sirota.md) | IRON Financial | Cresskill, New Jersey | | Percentage of assets, Performance-based fees | | [Brandon Furlan](https://find.wellspent.co/advisors/brandon-furlan.md) | Capital Gains Advisory | Township Of Washington, New Jersey | | Flat fee or retainer | | [Brett Herron](https://find.wellspent.co/advisors/brett-herron.md) | HFM Investment Advisors | Glassboro, New Jersey | | Percentage of assets, Fixed fees | | [Denise Sarkor](https://find.wellspent.co/advisors/denise-sarkor.md) | Sarkor Financial Advisors | Bloomfield, New Jersey | | Hourly, One-time planning fee, Ongoing planning fee, Percentage of assets | | [Jaclyn Campis](https://find.wellspent.co/advisors/jaclyn-campis.md) | Tomoro | Colts Neck, New Jersey | CFA | Percentage of assets, Hourly, Fixed fees | | [Jennifer Kirby](https://find.wellspent.co/advisors/jennifer-kirby.md) | Talisman Wealth Advisors | Mountainside, New Jersey | | Ongoing planning fee | | [Jenny Elstein](https://find.wellspent.co/advisors/jenny-elstein.md) | Talisman Wealth Advisors | Mountainside, New Jersey | | Ongoing planning fee | | [Joseph Gaspari](https://find.wellspent.co/advisors/joseph-gaspari.md) | HFM Investment Advisors | Glassboro, New Jersey | | Percentage of assets, Fixed fees | | [Justin Scotto](https://find.wellspent.co/advisors/justin-scotto.md) | Tomoro | Colts Neck, New Jersey | ChFC | Percentage of assets, Hourly, Fixed fees | | [Matthew Granizo](https://find.wellspent.co/advisors/matthew-granizo.md) | Talisman Wealth Advisors | Mountainside, New Jersey | | Ongoing planning fee | | [Tyler Reedman](https://find.wellspent.co/advisors/tyler-reedman.md) | HFM Investment Advisors | Glassboro, New Jersey | | Percentage of assets, Fixed fees | | [Brandon Sisk](https://find.wellspent.co/advisors/brandon-sisk.md) | Green Ridge Wealth Planning | Montville, New Jersey | | Percentage of assets, Fixed fees | | [Luciano Betman](https://find.wellspent.co/advisors/luciano-betman.md) | Green Ridge Wealth Planning | Montville, New Jersey | | Percentage of assets, Fixed fees | | [Robert Mascia](https://find.wellspent.co/advisors/robert-mascia.md) | Green Ridge Wealth Planning | Montville, New Jersey | | Percentage of assets, Fixed fees | | [Sean Cole](https://find.wellspent.co/advisors/sean-cole.md) | Green Ridge Wealth Planning | Montville, New Jersey | | Percentage of assets, Fixed fees | | [Thomas Leidner](https://find.wellspent.co/advisors/thomas-leidner.md) | QP Wealth Management | Haven, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Andrew Guez](https://find.wellspent.co/advisors/andrew-guez.md) | Tomoro | Colts Neck, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Ben Duronio](https://find.wellspent.co/advisors/ben-duronio.md) | Tomoro | Colts Neck, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [David Mozeika](https://find.wellspent.co/advisors/david-mozeika.md) | Tomoro | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Suarez](https://find.wellspent.co/advisors/jeremy-suarez.md) | Tomoro | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 56. The full list, page by page: https://find.wellspent.co/specialties/founders-pre-exit/new-jersey/?page=2 ## Related - [Retirement planning in New Jersey](https://find.wellspent.co/specialties/retirement-planning/new-jersey.md) - [Estate planning in New Jersey](https://find.wellspent.co/specialties/estate-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) ## 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).