Fee-Only Financial Advisors in New Jersey

Shore Financial Planning, LLC

Monmouth Beach, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, College Education Planning, Investment Management, Retirement Income Planning

Fee-Only financial planner located in Monmouth Beach, NJ, serving clients locally and across the country

Wharton Wealth Planning

Englewood Cliffs, NJ

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving

Fee-Only financial planner with offices in New York, NY, Englewood Cliff, NJ and Santa Fe, NM serving clients locally and across the country

PortSalus Wealth Management

Metuchen, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Financial Health, Security, Prosperity & Well-being for Your Retirement. Navigating Your Way Through the Sea of Financial Confusion.

Gateway Advisory, LLC

Westfield, NJ

Specialties: Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Services, Education Planning

Gateway delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards.

Unique Financial Advisors

Holmdel, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, College Education Planning, Retirement Income Planning

Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.

Marc Alan Wealth Management

Rockaway, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Socially Responsible Investing, Controlled Emotional Investing, Tax Sheltering, Landlord Tax Deferral, Real Estate

Fee-Only financial planner located in Rockaway, NJ, serving clients locally and across the country

KAI Advisors

Princeton Junction, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide

MJM Financial Advisors, LLC

Gillette, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving Gillette, NJ area.

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Astra Wealth Partners

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Retirement Savings

Fee-Only financial planner located in Jersey City, NJ, serving clients locally and across the country

Traphagen Investment Advisors, LLC

Oradell, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Personal Tax Planning

Fee Only Financial Planner Located in Oradell, NJ and Serving Clients Nationwide

Gateway Advisory, LLC

Toms River, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Gateway delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards.

Empowered Retirement, Inc.

Roseland, NJ

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Employee Stock Options, Tax Planning, Investment Management

Providing solutions for people over age 55 on how to prepare and live the retirement of their dreams. Located in New Jersey, serving clients across the country.

wHealth Advisors

Red Bank, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Manley Capital Management

Far Hills, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Far Hills, NJ, serving clients locally and across the country

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner specializing in helping pharmaceutical professionals make the most of their employee stock incentives and benefits

Accretive Wealth Partners

Parsippany, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving Strategies, Cash Flow Planning, Tax Minimization Strategies and Planning, Insurance and Annuity Advice

Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country

Weingarten Associates, LLC

Lawrenceville, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Lawrenceville, NJ and serving the greater Princeton, NJ area and clients across the country.

Jersey Shore Financial Advisors, LLC

Tinton Falls, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Widows/widowers, Advice only options

Don't Be A Burden. Fee Only. Advice Only. Experienced Financial Planner serving new widows/widowers on a fixed fee basis.

Locker Financial Services

Verona, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide

Condor Capital Wealth Management

Martinsville, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Martinsville, NJ, serving clients locally and across the country

Lighthouse Financial Advisors

Red Bank, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

wHealth Advisors

Red Bank, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, Investment Management, Retirement Income Planning

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Sarsi, LLC

West New York, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Risk management and estate planning

Fee-Only financial planner located in New York, NY, and West New York, NJ serving clients locally, across the country and overseas

Waverly Advisors

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country

CoPlanning Financial

Edison, NJ

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer one time plans and ongoing service on tax focused financial planning and low cost investment management far below 1% for accounts above $1M. Jason Co, CFP® primarily works with Asian Americans and is fluent in Cantonese and Mandarin.

Epona Financial Solutions

Basking Ridge, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Basking Ridge, NJ, serving clients locally and across the country

Novi Wealth Partners

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

RETIRE SMART Consulting, LLC

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Princeton, NJ Fee-Only Financial Planner serving Princeton and all surrounding areas

Grand Life Financial

Summit, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, Business Owner Consulting, Retirement Income Planning, Investing

Fee-only, fiduciary financial planner and wealth manager serving clients nationwide.

Legacy Care Wealth, LLC

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planner serving the Jersey City, NJ area. We work closely with young professionals, young families and entrepreneurs to provide holistic financial planning services.

Belding Financial Planning

Chatham, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax and Estate Planning, Special Needs Planning, Financial Coaching

Fee-Only financial planner located in Chatham, NJ, serving clients locally and across the country

SAX Wealth Advisors

Parsippany, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Wrought Financial Planning

Haddonfield, NJ

Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute your investment strategy, Bring relief to your student loans, Design a plan to pay for your children's education, Run long term financial freedom projections, Ensure you have the proper insurance and estate documents in place, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits

We help entrepreneurs and self-employed professionals forge their path to financial freedom.

Baron Financial Group, LLC

Fair Lawn, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

Beacon Hill Private Wealth LLC

Summit, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation - ISOs, NQSOs, RSUs

Helping families achieve their life goals through evidence-based financial planning and disciplined investing. Forever standing on the side of our clients.

Real Life Planning

Gladstone, NJ

Specialties: Comprehensive Financial Planning, Real Estate Investing, Rental Real Estate, Investment Policy Statement, Tax Planning, Ex-pat Financial Planning, Income Diversification

Fee-Only financial planner located in Gladstone, NJ, serving clients locally and across the country

Watters Financial Services,LLC

Paramus, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Portfolio Reviews, College Education Planning, Tax Planning, Employer Retirement Plans

Fee-Only financial planner located in Paramus, NJ, serving clients locally and across the country

OFC Wealth Management

Short Hills, NJ

Specialties: Goals Based Financial Planning, Investment Management, Divorce Financial Planning, Retirement Income Planning, College Planning, Tax Planning, Estate Planning

Fee-Only financial planner located in Short Hills, NJ, serving clients locally and across the country

Baron Financial Group

Morristown, NJ

Specialties: Financial Life Management, Retirement Income Planning, Investment Management, Special Needs Planning, Holistic Financial Planning

Guiding You Toward Financial Security Through Objective, Transparent, and Fiduciary Advice. Fair Lawn, NJ fee-only financial planner, with additional meeting sites in Morristown, NJ and New York City.

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Comprehensive Financial Planning, Business Exit Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

I am a Fee-Only financial planner located in Wayne, NJ, providing personalized wealth management for life's every decision to clients in Northern NJ and the broader tri-state area.

Gateway Advisory, LLC

Toms River, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Gateway delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards.

Haddon Wealth Management, LLC

Haddonfield, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Retirement Income Planning, College Education Planning

Fee-Only financial planner located in Haddonfield, NJ, serving clients locally as well as across the country

The Investment Connection

Bridgewater, NJ

Specialties: Investment Management Services, Low-Cost Index Investing, Socially Responsible Investing, Comprehensive Financial Planning, Retirement, College, Taxes, Insurance, and more

Fee-Only Financial Planner located in Bridgewater, NJ and Serving Clients Across the Country

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Financial Life Planning, Tax Planning, Estate/Charitable Planning

Fee-Only Financial Planner serving the NY City, metropolitan area.

Financial Futures LLC

Brielle, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner and investment advisor located in Brielle, NJ, serving clients locally and across the country

Astra Wealth Partners

Jersey City, NJ

Fee-Only financial planner located in Jersey City and NYC, serving clients locally and across the country.

Rand Financial Planning, LLC

Flemington, NJ

Specialties: Retirees and Near Retirees, Growing Families, Business Owners and Executives, Sudden Money Situations, Novice Investors

Fee-Only financial planner located in Flemington, NJ, serving clients locally and across the country

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Our goal is to be your financial mainstay as you navigate life’s transitions

Novi Wealth Partners

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

Supportive Financial

Waldwick, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Social Security Strategies, Required Minimum Distribution Planning, Income Tax Planning, Long Term Care Planning, Charitable Giving, Estate Planning/Family Gift Strategies

A CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience, supporting families with retirement, estate, and tax planning

Waverly Advisors

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Stragies, Estate Planning, Pass Through Income, Stock Options, Executive Compensation Plans, Trust Strategies

Fee-Only financial planner located in on the Philadelphia Main Line, serving clients locally and across the country

Mullooly Asset Management, Inc.

Wall Township, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial planner located in Wall Township, NJ, serving clients in Monmouth County, the Jersey Shore, and across the state of New Jersey.

Kiely Capital Management, Inc.

Morristown, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Morristown, NJ, serving clients locally and across the country

Mullooly Asset Management, Inc.

Wall Township, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Our goal is to be your financial mainstay as you navigate life’s transitions

Novi Wealth Partners

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

SAX Wealth Advisors

Parsippany, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Mullooly Asset Management, Inc.

Wall Township, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

Sea Clear Financial Planning, LLC

Brielle, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Planning, Tax Planning, Estate Planning, Cash Flow and Debt Management, Insurance Analysis

CERTIFIED FINANCIAL PLANNER® Professional and Fee-Only financial advisor. Serving clients throughout Monmouth and Ocean County NJ and across the country.

Novi Wealth Partners

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

Modera Wealth Management

Westwood, NJ

Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning

Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.

Purpose Built Financial Services, LLC

Moorestown, NJ

Specialties: Cultivating Intentionality, Navigating Equity Compensation, Integrating Tax Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Insurance Review, Tax Prep and Review

Fee-Only financial planner located in Moorestown, NJ, serving clients locally and across the country

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Coastal Financial Advisors, Inc.

Farmingdale, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Preparation and Planning, College Education Planning

Fee-Only financial planner located in Farmingdale, NJ, serving clients locally and nationwide

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Unique Financial Concerns of Newly Independent Women , Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisors Offering Personalized Wealth Management. Located in Wayne, NJ serving clients throughout the North East and across the country.

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)

Our goal is to be your financial mainstay as you navigate life’s transitions

Mullooly Asset Management, Inc.

Wall Township, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

Ballaster Financial

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Stock compensation, College Education Planning, Tax Planning, Alternative Investments

Fee-Only financial planner serving stock compensation and working professional clients. Located in NYC/Jersey City, serving clients locally in the tri-state area and virtually across the country

Baron Financial Group, LLC

Fair Lawn, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Locker Financial Services, LLC

Verona, NJ

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

SAX Weatlh Advisors

Morristown, NJ

Sarkor Financial Advisors

Montclair, NJ

Adviso Wealth

Princeton, NJ

McGovern Financial Advisors, LLC

Westfield, NJ

Aznar Financial Advisors, LLC

Morris Plains, NJ

Hudson Oak Wealth Advisory

Hoboken, NJ

Aligning Wealth

Jersey City, NJ

Freedom Found Financial

Boonton, NJ

Regency Wealth Management

Ramsey, NJ

Cipriano Wealth Management, LLC

Florham Park, NJ

NCM Capital Management

Ramsey, NJ

Angel Oak Financial Services LLC

Montvale, NJ

SAX Weatlh Advisors

Morristown, NJ

Modesto Capital

Toms River, NJ

RTD Financial

Cherry Hill, NJ

Eagle Grove Advisors LLC

Jersey City, NJ

Asset Advisory Group

Kinnelon, NJ

True North Financial Services, LLC

Port Murray, NJ

SAX Weatlh Advisors

Morristown, NJ

RTD Financial

Cherry Hill, NJ

Financial Pathways

Bridgewater, NJ