Fee-Only Financial Planners in New Providence, 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 New Providence, NJ:

Clare Wherley

MBA, CPA, CFP®

Lassus Wherley

New Providence, NJ

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

​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ

Lisa McKnight

MBA, CFP®

Lassus Wherley

New Providence, NJ

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

Fee-Only wealth manager located in New Providence, NJ

Diahann Lassus

MBA, CFP®, CPA/PFS

Lassus Wherley

New Providence, NJ

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

​Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ

Cynthia Fusillo

Lassus Wherley

New Providence, NJ

Betty Thomas

Lassus Wherley

New Providence, NJ

Laura Wolfe

Lassus Wherley

New Providence, NJ

Patricia Daquila

Lassus Wherley

New Providence, NJ

James Gallo

KDI Financial Planning LLC

New Providence, NJ

Deborah Rivosa

Lassus Wherley

New Providence, NJ

Jodi Cirignano

Lassus Wherley

New Providence, NJ

Chen Lu

Lassus Wherley

New Providence, NJ

Dawn Brown

Lassus Wherley

New Providence, NJ

  • 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

    Get Your Checklist

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