Financial advisors for tax planning in New Jersey
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..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- 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 Purpose Built Financial Services, LLC, Moorestown Holds the CPA and CFP. Fees on file: ongoing planning fee, one-time planning fee.
- Bernard Kiely Kiely Capital Management, Inc., Morristown Holds the CPA and CFP. Fees on file: percentage of assets, hourly.
- Michael Maye MJM Financial Advisors, LLC, Gillette Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
- Joe Vecchio Shore Financial Planning, LLC, Monmouth Beach Holds the CPA and CFP. Fees on file: flat fee or retainer.
- 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.
Plus 68 in other cities.
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.
- EA6% in New Jersey
- Enrolled agents are licensed by the IRS and focus on tax.
- CPA5% in New Jersey
- CPAs bring broad tax and accounting depth.
- CFP61% in New Jersey
- 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.
Dark bars are New Jersey. Light bars are all US advisors for tax planning.
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.
All 105 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 |
| Sweta Bhargav | Adviso Wealth | Princeton | CEPA, CFA, CFP | Flat fee or retainer, Hourly |
| 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 |
| Andy Panko | Tenon Financial | Metuchen | CFP, RICP, TPCP, EA | Flat fee or retainer, Ongoing planning fee |
| Ann Minnium | Concierge Financial Planning, LLC | Margate City | CFP | Hourly, One-time planning fee |
| Edward Leach | Highland Financial Advisors, LLC | Wayne | CEPA, CFP, MBA | Percentage of assets |
| Tomas Geoghegan | Beacon Hill Private Wealth | Summit | CFP, CIMA, CPWA, MBA | Percentage of assets, One-time planning fee |
| Bernard Kiely | Kiely Capital Management, Inc. | Morristown | BA, CFP, CPA, MBA | Percentage of assets, Hourly |
| Igor Smolyanskiy | Vilga Financial Planning | Fair Lawn | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Jeremy Chambers | the hourly advisor llc | Hoboken | CFP | Hourly |
| 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 |
| Ken Weingarten | Weingarten Associates, LLC | Lawrenceville | CFP, MBA | One-time planning fee |
| Kevin Peacock | Astra Wealth Partners, LLC | Jersey City | CAIA, CFP, EA | Percentage of assets, Fixed fees |
| Michael Maye | MJM Financial Advisors, LLC | Gillette | CFP, CPA/PFS, MBA | Percentage of assets, Ongoing planning fee |
| Mike Schupak | Astra Wealth Partners LLC | Jersey City | CFP, EA | Percentage of assets, Fixed fees |
| Robert Tucker Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options. | Tucker Wealth Advisory | Westfield | CFA, CFP | Subscription, One-time 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 |
| Asta Sanders | Empowered Retirement, Inc. | Roseland | CFP, CPWA, EA | Percentage of assets, 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 |
| Vid Ponnapalli | Unique Financial Advisors LLC | Holmdel | CFP, EA, MSFP | Ongoing planning fee |
| Dru Burns | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Eric Feldman | Financial Futures | Wall Township | CFP | Percentage of assets, Hourly |
| Eric Gabor | Eagle Grove Advisors | Westfield | CFP | Percentage of assets, Ongoing planning fee |
| Gideon Drucker | Drucker Wealth | Mahwah | CFP | Percentage of assets |
| Jorie Johnson | Financial Futures | Brielle | CFP | Percentage of assets, Hourly |
| Richard Taborda | LBT Wealth Management | Iselin | CFP | Percentage of assets, Ongoing planning fee |
| 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 |
| 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 |
| Marc Morgan Advice-only planning for New Jersey individuals and surviving families from a retired officer and former state pension trustee. | Heroic Financial | New Jersey | Not listed | Hourly |
| Nicholas Sullivan | KFA Private Wealth Group | Cranford | CFP | 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 |
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