Fee-Only Financial Planners in Hoboken, NJ

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Hoboken, NJ:

Jay Lee

CFA®, CFP®

Ballaster Financial

Jersey City, NJ

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

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

I can work with clients anywhere!

Michael Schupak

CFP®, EA

Astra Wealth Partners

Jersey City, NJ

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

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

Brian Sheahen

CPA, CFP®, MST

Hudson Oak Wealth Advisory

Hoboken, NJ

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Comprehensive Tax Planning, Equity Compensation Planning, Trust & Estate Planning, Retirement Income Planning, College Education Planning, Risk Management Planning

Fee-Only financial planner & advisor located in Hoboken, NJ, & New York City, serving clients locally and across the country

Gordon Haas

CFP®

Haas Wealth Strategies

Hoboken, NJ

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

Fee-Only financial planner and advisor located in Hoboken, NJ, serving clients in Hudson County, NYC and across the country

Matthew Crum

CFP®

True North Financial Services, LLC

Mendham Township, NJ

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

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