Financial advisors for founders in New Jersey
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.
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 CPA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Joe Vecchio Shore Financial Planning, LLC, Monmouth Beach Holds the CPA and CFP. Fees on file: flat fee or retainer.
- Robert Gregov Roche Financial Partners, Hopewell Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Sweta Bhargav Adviso Wealth, Princeton Holds the CFP and CFA. Fees on file: flat fee or retainer, hourly.
- Andrew Mastro Wrought Financial Planning, Haddonfield Holds the CFP and CFA. Fees on file: ongoing planning fee, flat fee or retainer.
- 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.
Plus 29 in other cities.
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.
- CPA4% in New Jersey
- CPAs can model deal structure and the tax on proceeds.
- EA2% in New Jersey
- Enrolled agents bring tax depth for multi-year planning.
- CFP38% in New Jersey
- The CFP covers life after the exit, not only the sale.
- CFA13% in New Jersey
- 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.
Dark bars are New Jersey. Light bars are all US advisors for founders.
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.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| Andrew Mastro | Wrought Financial Planning | Haddonfield | CFP, CFA | Ongoing planning fee, Flat fee or retainer |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Matt Reakus | Sound Wealth LLC | Marlton | CFP, EA | Percentage of assets, Hourly |
| Joe Vecchio | Shore Financial Planning, LLC | Monmouth Beach | CFP, CPA, MBA, PFS | Flat fee or retainer |
| Chuck Rose | Granite Rose Wealth Alliance LLC | Fairfield | CFP | One-time planning fee |
| Jenna VanLeeuwen | Aligning Wealth | Jersey City | CEPA, CFP | Percentage of assets, Hourly |
| 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 |
| Robert Gregov | Roche Financial Partners | Hopewell | CFP, CFA | Percentage of assets, Ongoing planning fee |
| 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 |
| Eric Nelson | Independence Wealth | Voorhees | CFP | Percentage of assets, Fixed fees |
| Andrew Barnhardt | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Catherine Allen-Carlozo | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Jason Gabrieli | HFM Investment Advisors | Glassboro | CFP | Percentage of assets, Fixed fees |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Gregory Hart | Haddon Wealth Management | Haddonfield | CFP | Percentage of assets, Flat fee or retainer |
| Jeffrey Barnett | Fintegrity | Tenafly | Not listed | Ongoing planning fee, One-time planning fee |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Jordan Kaufman | Green Ridge Wealth Planning | Montville | CFP, CFA | Percentage of assets, Fixed fees |
| Gregg Auerbach | Meadowbrook Advisors | Bedminster | Not listed | Percentage of assets, Fixed fees |
| Harold Sasnowitz | BCR Wealth Strategies | Clifton | CFP | Percentage of assets |
| Matthew Santarsiero | Tomoro | Colts Neck | CFP | Percentage of assets, Hourly |
| Nalby Nouh | Prestige Wealth Management Group | Flemington | Not listed | Percentage of assets, Hourly |
| Cyrus Eslami | Eslami & Co. Wealth Management | Glen Ridge | Not listed | Percentage of assets, Ongoing planning fee |
| Lino DeAngelis | Alliance Wealth Management Group | Flemington | CFP | Percentage of assets, Hourly |
| Sara Solano | LodeStar | Long Valley | Not listed | Percentage of assets, Hourly |
| Tom O'Neill We are a multi generational wealth management team. | Not listed | Mount Laurel | Not listed | Percentage of assets |
| Zachary Sirota | IRON Financial | Cresskill | Not listed | Percentage of assets, Performance-based fees |
| Brandon Furlan | Capital Gains Advisory | Township Of Washington | Not listed | Flat fee or retainer |
| Brett Herron | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Denise Sarkor | Sarkor Financial Advisors | Bloomfield | Not listed | Hourly, One-time planning fee |
| Jaclyn Campis | Tomoro | Colts Neck | CFA | Percentage of assets, Hourly |
| Jennifer Kirby | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Jenny Elstein | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Joseph Gaspari | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Justin Scotto | Tomoro | Colts Neck | ChFC | Percentage of assets, Hourly |
| Matthew Granizo | Talisman Wealth Advisors | Mountainside | Not listed | Ongoing planning fee |
| Tyler Reedman | HFM Investment Advisors | Glassboro | Not listed | Percentage of assets, Fixed fees |
| Brandon Sisk | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Luciano Betman | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Robert Mascia | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Sean Cole | Green Ridge Wealth Planning | Montville | Not listed | Percentage of assets, Fixed fees |
| Thomas Leidner | QP Wealth Management | Haven | Not listed | Percentage of assets, Hourly |
| Andrew Guez | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| Ben Duronio | Tomoro | Colts Neck | Not listed | Percentage of assets, Hourly |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
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