Fee-Only Financial Planners in Jersey City, 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 Jersey City, NJ:

I can work with clients anywhere!

Michael Schupak

CFP®

Schupak Financial Advisors

Jersey City, NJ

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

Fee-Only fiduciary financial planner with offices in both Jersey City and NYC. I serve the New York tristate area in person and nationwide virtually.

James Shagawat

CFP®, ChFC®, MBA

Windfall Wealth Advisors

Paramus, NJ

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

Fee-Only Financial Advisor Serving Clients Nationwide

I can work with clients anywhere!

Eric Gabor

CFP®

Eagle Grove Advisors LLC

Jersey City, NJ

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

Fee-Only Financial Planner with offices in Manhattan, NY and Jersey City, NJ, serving the entire area and clients across the country

I can work with clients anywhere!

Danna Jacobs

CFP®, ADPA®, MBA

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.

Guy McPhail

CFP®, CTC, CPA/PFS

SAX Wealth Advisors, LLC

Pennington, NJ

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

Fee-Only Financial Planner in Pennington NJ Serving Princeton, Flemington, Hunterdon, Mercer & Bucks Co., and clients nationwide

I can work with clients anywhere!

Sahil Vakil

CFA®, CFP®, MBA, MS

MYRA Wealth

Jersey City, NJ

Specialties: 01. FINANCIAL PLANNING, Early retirement? Buying your dream home? Expecting a newborn child? — life moments that provide great joy, but come with so many financial questions. Don’t worry, we’re by your side to guide you., 02. INVESTMENT MANAGEMENT, Want to reduce risk, reduce taxes, and reduce fees? We will build a custom portfolio for you that maximizes return while reducing risk, and leverages technology to lower your taxes and avoid higher fees., 03. TAX PREPARATION, Stressed out about taxes? We’re here to make tax preparation and filing simple. Just upload some files, and we'll do the rest. We'll also optimize your taxes, and ensure you get the largest eligible refund.

MYRA Wealth is a multi-family office that offers Financial Planning, Investment Management, and Tax Preparation services to immigrants (and their families) all across the United States. We take a goal-based approach and seek to maximize your return on life!

Samuel McPherson

McPherson Financial Advisors, Inc.

Jersey City, NJ

Benjamin Schmid

Ketwich Capital LLC

Jersey City, NJ

Robert Colon

CFP®, EA, ADPA®, CRPC®

Legacy Care Wealth, LLC

Jersey City, 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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