Fee-Only Financial Planners in:
New Jersey

These New Jersey Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

New Jersey Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Peter Traphagen, CPA, PFS, AEP®, CFP®
Traphagen Investment Advisors, LLC
Oradell NJ, Paramus NJ
Fee Only Financial Planner Located in Oradell, NJ and Serving Clients Nationwide
Michael Maye, CFP®, CPA, PFS
MJM Financial Advisors, LLC
Gillette NJ
Fee-Only Financial Advisor serving Gillette, NJ area.
Debra Morrison, CFP®, MS, AEP®
Empowered Retirement, Inc.
Lincoln Park NJ
Fee-Only Financial Planner located in Lincoln Park, NJ and serving clients across the country
Lawrence Annello, CFP®, CPA/PFS
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
Lisa McKnight, MBA, CFP®
Lassus Wherley
New Providence NJ
Fee-Only wealth manager located in New Providence, NJ
Stephen Craffen, CLU®, CFA®, CDFA
Stonegate Wealth Management
Oakland NJ
Fee-Only Financial Advisor serving the Oakland and Fair Lawn, NJ area
Jeremy Portnoff, MSFS, CFP®, CIMA®
Portnoff Financial LLC
Mission Viejo CA, Metuchen NJ, North Tustin CA
Becuase you deserve an Educated Advisor. Offices in Mission Viejo CA and Metuchen NJ.
Danna Jacobs, CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
Jersey City NJ
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.
Lauren Locker, CFP®, RFG
Locker Financial Services, LLC
Little Falls NJ
Fee-Only Financial Advisor with offices New Jersey and Massachusetts
Guy McPhail, CFP®, CTC, CPA/PFS
The GM Financial Group, LLC
Pennington NJ, Flemington NJ, Lambertville NJ, Princeton NJ, Hopewell NJ, Hamilton NJ
Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
Eve Kaplan, CFP®, MA
Kaplan Financial Advisors, LLC
Berkeley Heights NJ
Fee-Only Financial Advisor serving Berkeley Heights, NJ area.
Claudia Mott, MBA, CFP®, CDFA™
Epona Financial Solutions
Basking Ridge NJ
Fee-Only Financial Planner serving the Basking Ridge, NJ area.
Clare Wherley, MBA, CPA, CFP®
Lassus Wherley
New Providence NJ, Bonita Springs FL
​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ
J. David Principe, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Andrew Novick, CFP®, JD
The Investment Connection
Bridgewater NJ
Fee-Only Financial Planner located in Bridgewater, NJ and Serving Clients Across the Country
James Shagawat, CFP®, ChFC®, MBA
Windfall Wealth Advisors
Paramus NJ
Fee-Only Financial Advisor Serving Clients Nationwide
Christopher Annello, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Patricia Sperduto, CFP®, MBA, AIF®
Meyer Capital Group
Marlton NJ, Philadelphia PA, Wilmington DE
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Ken Weingarten, CFP®, MBA
Weingarten Associates, LLC
Lawrenceville NJ, Princeton NJ
Fee Only Financial Planner Located in Lawrenceville, NJ and serving the greater Princeton, NJ area and clients across the country.
Shikha Mittra, CFP®, AIF®, CMFC®, CRPS®, MBA
RETIRE SMART Consulting, LLC
Princeton NJ
Princeton, NJ Fee-Only Financial Planner serving Princeton and all surrounding areas
Vid Ponnapalli, ​MS, CFP®, EA
Unique Financial Advisors
Holmdel NJ, Holmdel NJ, Marlboro NJ, Middletown NJ, Colts Neck NJ, Edison NJ, East Brunswick NJ
Fee-Only Financial Planner Located in Holmdel, NJ and serving all of New Jersey including Red Bank, Marlboro, Middletown, Colts Neck, Edison, and Clients Nationwide
Martin Hopkins, CFP®
Hopkins Investment Management
Annapolis MD, Bethesda MD, Princeton NJ, Fulton MD, Charleston SC, Cary NC
Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.
Scott Noyes, CFP®, CFA®, MBA
Noyes Capital Management, LLC
New Vernon NJ, Morristown NJ
Fee Only Financial Planner Serving Clients in Morris County, Bergen County, Somerset County, Warren County, Passaic County and Essex County New Jersey.
Ajay Kaisth, CFP®
KAI Advisors
Princeton Junction NJ, Princeton NJ, Skillman NJ, Cranbury NJ, Hunt Valley MD, Denver CO, Plainsboro NJ, West Windsor NJ, East Windsor NJ
Fee-Only Financial Planning and Investment Management based in Princeton Jct. NJ and Serving Clients Nation-Wide
Michael Schupak, CFP®
Schupak Financial Advisors
New York NY, Jersey City NJ, Manhattan NY
Fee-Only fiduciary financial planner with offices in both Jersey City and NYC. We serve the New York tristate area in person and nationwide virtually.
Eric Gabor, CFP®
Eagle Grove Advisors LLC
Jersey City NJ, New York NY, Manhattan NY, Hoboken NJ
Fee-Only Financial Planner with offices in Manhattan, NY and Jersey City, NJ, serving the entire area and clients across the country
Michael Garry, CFP®, MBA, JD
Yardley Wealth Management
Newtown PA, Doylestown PA, Washington Crossing PA, New Hope PA, Pennington NJ, Princeton NJ
Michael J. Garry, CFP®, JD/MBA, is an independent Financial Advisor located in Newtown, PA and serving the entire Doylestown area.
Glenn Blachman
Amherst Financial Services
Toms River NJ, Westfield NJ
Fee-only financial advisor with offices in Westfield and Toms River, NJ and serving clients across the country
Robert Walsh, CFP®, CPA, PFS, CRPC
Lighthouse Financial Advisors
Red Bank NJ
Fee Only Financial Planner Located in Red Bank, NJ and Serving Clients Nationwide
Sheri Cupo, CFP®
SageBroadview Financial Planning LLC
Farmington CT, Morristown NJ, Burlington MA
Experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Reed Fraasa, CFP®, AIF®, RLP®
HIGHLAND Financial Advisors
Wayne NJ
Fee-Only Financial Planner serving the Wayne, NJ area.
James Christie, CFP®
Freedom Wealth Management, LLC
Bedminster NJ, Fort Myers FL
Fee Only Financial Planner with offices in Bedminster, NJ and a satellite location in Fort Myers, FL
Danielle Margulis, CFP®
Meyer Capital Group
Marlton NJ
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Gregg Munn, CFP®, CPA
The GM Financial Group, LLC
Pennington NJ, Flemington NJ, Lambertville NJ, Princeton NJ, Hopewell NJ, Hamilton NJ, Lawrenceville NJ
Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide
Diahann Lassus, MBA, CFP®, CPA/PFS
Lassus Wherley
Bonita Springs FL, New Providence NJ
​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ
James Kinney, CFP®, MBA
Financial Pathway Advisors LLC
Bridgewater NJ
Fee-Only Financial Planner serving the Bridgewater, NJ area.
George Kiraly, CFP®, MBA
LodeStar Advisory Group, LLC
Short Hills NJ
Fee-Only Financial Advisor serving Short Hills, NJ area.
Victor Cannillo, Founder
Baron Financial Group
Morristown NJ, Fair Lawn NJ, Sarasota FL, New York NY
Fee-Only Financial Advisor serving clients nationwide with offices in New Jersey, New York, and Florida
Thomas Duffy, CFP®, MBA
Jersey Shore Financial Advisors, LLC
Tinton Falls NJ, Princeton NJ, Totowa NJ
Fee Only Financial Planner serving all of New Jersey with multiple office locations
Bernard Kiely, CFP®, CPA, MBA
Kiely Capital Management, Inc.
Morristown NJ
Fee Only Financial Planner Located in Morristown, NJ and Serving Clients Nationwide
Michael Gibney, CFP®, AIF® - Modera Wealth Management - Westwood NJ
Martin Shenkman - Martin M. Shenkman, PC - Paramus NJ
Julie Wielehowski, CFP®, ChFC® - Financial Compass - Cherry Hill NJ
Jerry Boisseau, CFP®, MBA, M.Ed. - Amherst Financial Services - Toms River NJ Manasquan NJ, Red Bank NJ, Sea Grit NJ, Princeton NJ
Thomas Geraghty - Stonegate Wealth Management, LLC - Oakland NJ
Mark Willoughby, CFP®, CFA® - Modera Wealth Management, LLC - Westwood NJ
Marie DeCaprio - SAX Wealth Advisors, LLC - Clifton NJ
Harry Scheyer - RTD Financial Advisors - Cherry Hill NJ
William Houck, CFP®, ChFC® - Modera Wealth Management, LLC - Westwood NJ
Lisa Mallia - Modera Wealth Management, LLC - Westwood NJ
Ann Minnium, CFP® - Concierge Financial Planning, LLC - Scotch Plains NJ
Stephanie Bowyer - LodeStar Advisory Group, LLC - Short Hills NJ
Stanley Ehrlich - S.F. Ehrlich Associates, Inc. - Westfield NJ
Kelly Henning - Modera Wealth Management, LLC - Westwood NJ
Charles Roberson, CFP®, CLU® - Modera Wealth Management, LLC - Westwood NJ
Gregg Munn - The GM Financial Group LLC - Pennington NJ
Brendan Mullooly, CFP® - Mullooly Asset Management, Inc. - Wall Township NJ
Michael Kay, CFP® - Financial Focus, LLC - Livingston NJ
Eleanore Szymanski - EKS Associates, LLC - Princeton NJ
Robert Colon, CFP®, ADPA® - Legacy Care Wealth - Jersey City NJ
John Ceparano - Modera Wealth Management, LLC - Westwood NJ
Jeff Metz - RTD Financial Advisors - Cherry Hill NJ
Jean McAllister - Quadrant Capital Management, LLC - Fairfield NJ
John Zeltmann - S.F. Ehrlich Associates, Inc. - Westfield NJ
Victoria Fillet Konrad - Blueprint Financial Planning - Hoboken NJ
Thomas Orecchio, CFA®, CFP®, ChFC® - Modera Wealth Management, LLC - Westwood NJ
John Moynihan - Waterstone Wealth Advisors, LLC - Somerville NJ
Dennis O'Brien - Coastal Financial Advisors, Inc. - Farmingdale NJ
Edward Leach, CFP®, MBA - HIGHLAND Financial Advisors, LLC - Wayne NJ
David Walter - Halberstadt Financial Consultants, Inc. - Princeton NJ
Jeffrey Hanson - Traphagen Investment Advisors, LLC - Oradell NJ
Jeffrey Waters, CFP® - OFC Financial Planning, LLC - Short Hills NJ
Jeffrey Rossi, BS, CFP®, MS - Peak Wealth Advisors - Holmdel NJ
Karl Graf, BA, CFP®, CPA/PFS - Modera Wealth Management, LLC - Westwood NJ
James Kearney, CFP®, CTFA - Quadrant Capital Management, LLC - Fairfield NJ
Martha Ferrari, CFP®, CPA, MBA - Partners for Planning, LLC - Princeton NJ, Iselin NJ, Basking Ridge NJ
Constance Herrstrom, CFP®, MBA - Premier Financial Planning, Inc. - Princeton NJ
Marnie Aznar, CFP®, MBA - Aznar Financial Advisors, LLC - Morris Plains NJ
Ryan Zacharczyk - Zynergy Retirement Planning - Red Bank NJ
Robert Dunn - Private Wealth Management Group - Princeton NJ
Brandy Wright - Modera Wealth Management, LLC - Westwood NJ
Nicholas LaVerghetta, CFP® - NCM Capital Management, LLC - Ramsey NJ
Gary Hirsh - Stonegate Wealth Management - Oakland NJ
Robert Solimano, CFP® - Angel Oak Financial Services LLC - Montvale NJ
AnnaMarie Mock - HIGHLAND Financial Advisors - Wayne NJ
Gregory Plechner, CFP®, CLU®, ChFC® - Modera Wealth Management, LLC - Westwood NJ
Erin Baehr, CFP®, EA, ChFc - Baehr Family Financial, LLC - Chester NJ, Stroudsburg PA, Hackettstown PA Randolph NJ, Dover NJ, Wilkes-Barre PA, Morristown NJ
Nicole Gould - Buckingham Strategic Wealth - Short Hills NJ
Mitchell Metz - Pinnacle Financial Advisors LLC - Marlton NJ
David Dowd - Dowd Financial Planning - Montclair NJ
Timothy Parker, CFA - Regency Wealth Management - Ramsey NJ
Robert Dowling, CFP®, CLU - Modera Wealth Management, LLC - Westwood NJ
Kelly Trageser, CFP® - Sea Clear Financial Planning, LLC - Sea Girt NJ
Tanya Shivdat - Condor Capital Management - Martinsville NJ
Adam Leone, CFP®, ChFC® - Modera Wealth Management, LLC - Westwood NJ
Bradley Hilton - Modera Wealth Management, LLC - Westwood NJ
Peter Singagliese - Amherst Financial Services - Toms River NJ
Harry Scheyer - Pinnacle Financial Advisors LLC - Marlton NJ
Steven Tambone - S & A Financial Strategies and Services, LLC - Moorestown NJ
Tomas Geoghegan - Beacon Hill Private Wealth LLC - Summit NJ
Jorie Johnson, CFP® - Financial Futures LLC - Brielle NJ
Jennifer Faherty, CFP®, Certified Coach - Financial Wealth-being - Ridgewood NJ
Barry Kaplan - Modera Wealth Management, LLC - Westwood NJ
Jennifer Murray, CFP®, MBA - Stonebridge Financial Advisors, LLC - Sea Girt NJ, Morristown NJ
Scott Buttfield, CFP®, AIF® - Buttfield & Associates - Red Bank NJ
Kevin Brosious, CFP®, CPA, PFS, MBA - Wealth Management, Inc. - Plymouth Meeting PA, Allentown PA, Bridgewater NJ