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!

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.

Ajay Kaisth

CFP®, CRPC®

KAI Advisors

Princeton Junction, NJ

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

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

I can work with clients anywhere!

Deva Panambur

CFA®, CFP®

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

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

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.

Marc Meyer

Meyer Capital Group

Marlton, NJ

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

100% Fiduciary + 100% of the Time = Your Interest Before Ours

John Munley

CFP®

wHealth Advisors

Jersey City, 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

Jenna VanLeeuwen

CFP®

Aligning Wealth

Jersey City, NJ

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

Fee-Only financial planner located in Jersey City, NJ serving clients in NYC metro area as well as virtually across the country

Guy McPhail

CFP®, 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

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!

Kevin Peacock

CFP®, CAIA®, EA

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

Eric Gabor

CFP®, EA

Eagle Grove Advisors LLC

Jersey City, NJ

Samuel McPherson

McPherson Financial Advisors, Inc.

Jersey City, NJ

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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