# Financial advisors for tax planning in New Jersey > For tax planning in New Jersey, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Robert B Walsh of Lighthouse Financial Advisors, Inc., Sean Lovison of Purpose Built Financial Services, LLC and Bernard Kiely of Kiely Capital Management, Inc.. Page: https://find.wellspent.co/specialties/tax-planning/new-jersey/ 105 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about tax planning in New Jersey? For tax planning in New Jersey, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Robert B Walsh of Lighthouse Financial Advisors, Inc., Sean Lovison of Purpose Built Financial Services, LLC and Bernard Kiely of Kiely Capital Management, Inc.. - [Robert B Walsh](https://find.wellspent.co/advisors/robert-b-walsh/), Lighthouse Financial Advisors, Inc., Red Bank. Holds the CPA and CFP. Fees on file: flat fee or retainer, ongoing planning fee. - [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. - [Bernard Kiely](https://find.wellspent.co/advisors/bernard-kiely/), Kiely Capital Management, Inc., Morristown. Holds the CPA and CFP. Fees on file: percentage of assets, hourly. - [Michael Maye](https://find.wellspent.co/advisors/michael-maye/), MJM Financial Advisors, LLC, Gillette. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing 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. - [Vid Ponnapalli](https://find.wellspent.co/advisors/vid-ponnapalli/), Unique Financial Advisors LLC, Holmdel. Holds the EA and CFP. Fees on file: ongoing planning fee. ## How many fee-only financial advisors in New Jersey work on tax planning? The Wellspent public graph lists 105 fee-only advisors for tax planning in New Jersey, at 65 firms. We counted every advisor record that lists this work, as of November 2026. ## Where are fee-only advisors for tax planning in New Jersey located? Of the 105 fee-only advisors for tax planning in New Jersey, 11 are in Parsippany, followed by 10 in Northfield and 6 in Westfield. ## How do fee-only advisors for tax planning in New Jersey charge? The most common fee among fee-only advisors for tax planning in New Jersey is a percentage of assets, used by 84% of the 105 with fees on file. Many use more than one: 40% charge by the hour and 38% charge fixed fees. ## 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 tax planning have? For tax planning, look for the EA, CPA and CFP. In New Jersey, 61% of the 105 advisors listed hold the CFP. - EA (6% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (5% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (61% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do New Jersey advisors for tax planning compare with the rest of the US? 38% of fee-only advisors for tax planning in New Jersey charge fixed fees, compared with 50% of the 5,860 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 should I ask a financial advisor about tax planning in New Jersey? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for New Jersey tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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 | | [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 | | [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 | | [Andy Panko](https://find.wellspent.co/advisors/andy-panko.md) | Tenon Financial | Metuchen, New Jersey | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee | | [Ann Minnium](https://find.wellspent.co/advisors/ann-minnium.md) | Concierge Financial Planning, LLC | Margate City, New Jersey | CFP | Hourly, One-time planning fee | | [Edward Leach](https://find.wellspent.co/advisors/edward-leach.md) | Highland Financial Advisors, LLC | Wayne, New Jersey | CEPA, CFP, MBA | Percentage of assets | | [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 | | [Bernard Kiely](https://find.wellspent.co/advisors/bernard-kiely.md) | Kiely Capital Management, Inc. | Morristown, New Jersey | BA, CFP, CPA, MBA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Igor Smolyanskiy](https://find.wellspent.co/advisors/igor-smolyanskiy.md) | Vilga Financial Planning | Fair Lawn, New Jersey | CFA, CFP | Flat fee or retainer, Ongoing planning fee | | [Jeremy Chambers](https://find.wellspent.co/advisors/jeremy-chambers.md) | the hourly advisor llc | Hoboken, New Jersey | CFP | Hourly | | [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 | | [Ken Weingarten](https://find.wellspent.co/advisors/ken-weingarten.md) | Weingarten Associates, LLC | Lawrenceville, New Jersey | CFP, MBA | One-time planning fee | | [Kevin Peacock](https://find.wellspent.co/advisors/kevin-peacock.md) | Astra Wealth Partners, LLC | Jersey City, New Jersey | CAIA, CFP, EA | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Maye](https://find.wellspent.co/advisors/michael-maye.md) | MJM Financial Advisors, LLC | Gillette, New Jersey | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Mike Schupak](https://find.wellspent.co/advisors/mike-schupak.md) | Astra Wealth Partners LLC | Jersey City, New Jersey | CFP, EA | Percentage of assets, Fixed fees, Performance-based fees | | [Robert Tucker](https://find.wellspent.co/advisors/robert-tucker.md) | Tucker Wealth Advisory | Westfield, New Jersey | CFA, CFP | Subscription, One-time planning fee, Hourly | | [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 | | [Asta Sanders](https://find.wellspent.co/advisors/asta-sanders.md) | Empowered Retirement, Inc. | Roseland, New Jersey | CFP, CPWA, EA | Percentage of assets, Hourly, Fixed fees | | [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 | | [Vid Ponnapalli](https://find.wellspent.co/advisors/vid-ponnapalli.md) | Unique Financial Advisors LLC | Holmdel, New Jersey | CFP, EA, MSFP | Ongoing planning fee | | [Dru Burns](https://find.wellspent.co/advisors/dru-burns.md) | Drucker Wealth | Mahwah, New Jersey | CFP | Percentage of assets | | [Eric Feldman](https://find.wellspent.co/advisors/eric-feldman.md) | Financial Futures | Wall Township, New Jersey | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [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 | | [Jorie Johnson](https://find.wellspent.co/advisors/jorie-johnson.md) | Financial Futures | Brielle, New Jersey | CFP | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Richard Taborda](https://find.wellspent.co/advisors/richard-taborda.md) | LBT Wealth Management | Iselin, New Jersey | CFP | Percentage of assets, Ongoing planning fee | | [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 | | [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 | | [Marc Morgan](https://find.wellspent.co/advisors/marc-morgan.md) | Heroic Financial | New Jersey, New Jersey | | 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 | | [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 | Showing the first 50 of 105. The full list, page by page: https://find.wellspent.co/specialties/tax-planning/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) - [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).