Fee-Only Financial Advisors in New Jersey

Unique Financial Advisors

Holmdel, NJ

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

Fee-Only Financial Planner providing Customized Financial Coaching, Investment Management, and Tax Services for Busy Professionals in New Jersey, New York city, and across the country.

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

Grand Life Financial

Summit, NJ

Specialties: Comprehensive Financial Planning, Tax Planning, Business Owner Consulting, Retirement Income Planning, Investing

Fee-only, fiduciary wealth advisor and financial planner serving high-net-worth clients nationwide.

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

RETIRE SMART Consulting, LLC

Princeton, NJ

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

Princeton, NJ Fee-Only Financial Planner serving Princeton and all surrounding areas

Empowered Retirement, Inc.

Roseland, NJ

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Employee Stock Options, Tax Planning, Investment Management

Providing solutions for people over age 55 on how to prepare and live the retirement of their dreams. Located in New Jersey, serving clients across the country.

Lavish Financial Planning

Jersey City, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Life Transitions, Tax Efficiency Planning, Savings and Budgeting Models, Risk Analysis

We work closely with young professionals, young families and entrepreneurs to provide holistic financial planning services.

Reliant Wealth Advisory

Hoboken, NJ

Specialties: Equity Compensation Planning, Investment Management, Retirement Planning, Tax Strategy, Comprehensive Financial Planning, Estate Planning, Risk Management

At Reliant Wealth Advisory, we work best with clients whose financial lives involve increasing complexity & who are looking for more than just an investment manager.

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

The Investment Connection

Bridgewater, NJ

Specialties: Investment Management Services, Low-Cost Index Investing, Socially Responsible Investing, Comprehensive Financial Planning, Retirement, College, Taxes, Insurance, and more

Fee-Only Financial Planner located in Bridgewater, NJ and Serving Clients Across the Country

Condor Capital Wealth Management

Martinsville, NJ

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

Fee-Only financial planner located in Martinsville, NJ, serving clients locally and across the country

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Comprehensive Financial Planning, Business Exit Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

I am a Fee-Only financial planner located in Wayne, NJ, providing personalized wealth management for life's every decision to clients in Northern NJ and the broader tri-state area.

Baron Financial Group, LLC

Fair Lawn, NJ

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Fee-Only financial planner (fluent in Spanish) located in Fair Lawn, NJ with additional meeting sites in Morristown, NJ and New York City

Real Life Planning

Gladstone, NJ

Specialties: Comprehensive Financial Planning, Real Estate Investing, Rental Real Estate, Investment Policy Statement, Tax Planning, Ex-pat Financial Planning, Income Diversification

Fee-Only financial planner located in Gladstone, NJ, serving clients locally and across the country

Shore Financial Planning, LLC

Monmouth Beach, NJ

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

Fee-Only financial planner located in Monmouth Beach, NJ, serving clients locally and across the country

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)

Our goal is to be your financial mainstay as you navigate life’s transitions

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Our goal is to be your financial mainstay as you navigate life’s transitions

Marc Alan Wealth Management

Rockaway, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Socially Responsible Investing, Controlled Emotional Investing, Tax Sheltering, Landlord Tax Deferral, Real Estate

Fee-Only financial planner located in Rockaway, NJ, serving clients locally and across the country

Weingarten Associates, LLC

Lawrenceville, NJ

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

Fee Only Financial Planner Located in Lawrenceville, NJ and serving the greater Princeton, NJ area and clients across the country.

Accretive Wealth Partners

Parsippany, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Charitable Giving Strategies, Cash Flow Planning, Tax Minimization Strategies and Planning, Insurance and Annuity Advice

Fee-Only financial planner located in Parsippany, NJ, serving clients locally and across the country

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Unique Financial Concerns of Newly Independent Women , Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisors Offering Personalized Wealth Management. Located in Wayne, NJ serving clients throughout the North East and across the country.

SAX Wealth Advisors

Parsippany, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

KAI Advisors

Princeton Junction, NJ

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

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

Purpose Built Financial Services, LLC

Moorestown, NJ

Specialties: Cultivating Intentionality, Navigating Equity Compensation, Integrating Tax Strategies, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Insurance Review, Tax Prep and Review

Fee-Only financial planner located in Moorestown, NJ, serving clients locally and across the country

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients in Monmouth County, the Jersey Shore, and across the state of New Jersey.

Financial Futures LLC

Brielle, NJ

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

We help successful individuals, families and business owners make confident financial decisions by bringing tax planning, wealth management, and financial guidance together under one roof.

MJM Financial Advisors, LLC

Gillette, NJ

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

Fee-Only Financial Advisor serving Gillette, NJ area.

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

PortSalus Wealth Management

Metuchen, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, IRA Tax Planning, Roth Conversion, Risk Managed Tactical Investment Strategy

Financial Health, Security, Prosperity & Well-being for Your Retirement. Navigating Your Way Through the Sea of Financial Confusion.

Ballaster Financial

Jersey City, NJ

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

Fee-Only financial planner serving stock compensation and working professional clients. Located in NYC/Jersey City, serving clients locally in the tri-state area and virtually across the country

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

Kiely Capital Management, Inc.

Morristown, NJ

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

Fee-Only financial planner located in Morristown, NJ, serving clients locally and across the country

CoPlanning Financial

Edison, NJ

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning, Long Term Care Insurance Planning, Estate Planning

We offer ongoing service on tax focused financial planning and flat fee investment management far below 1% for accounts above $1M. Our client base is about 2/3 Asian Americans and 1/3 non-Asian. Jason Co, CFP® is fluent in Cantonese and Mandarin.

wHealth Advisors

Red Bank, 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

Waverly Advisors

Marlton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Stragies, Estate Planning, Pass Through Income, Stock Options, Executive Compensation Plans, Trust Strategies

Fee-Only financial planner located in on the Philadelphia Main Line, serving clients locally and across the country

Novi Wealth Partners

Princeton, NJ

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

Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

SAX Wealth Advisors

Ewing, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Charitable Giving, Wealth Management, Estate Planning , Generational Preparedness, Tax Planning

For more than 65 years, SAX has offered industry expertise, value-added services and customer-centric results that complement and advance your financial plan.

HIGHLAND Financial Advisors, LLC

Wayne, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Financial Life Planning, Tax Planning, Estate/Charitable Planning

Fee-Only Financial Planner serving the NY City, metropolitan area.

wHealth Advisors

Red Bank, NJ

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

Fee-Only financial planner located in Red Bank, NJ, serving clients locally and across the country

Locker Financial Services, LLC

Verona, NJ

Fee-Only Financial Advisor with offices New Jersey and Massachusetts

Baron Financial Group, LLC

Fair Lawn, NJ

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Sarasota, FL fee-only Wealth Manager, with additional meeting sites in Fair Lawn, NJ and New York City

Rand Financial Planning, LLC

Flemington, NJ

Specialties: Retirees and Near Retirees, Growing Families, Business Owners and Executives, Sudden Money Situations, Novice Investors

Fee-Only financial planner located in Flemington, NJ, serving clients locally and across the country

Firebrand Wealth Management

Short Hills, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning, Income Accumulation Management

We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.

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

Open Book Financial Planning

East Windsor, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Equity Compensation, Employee Benefits Optimization, Estate Planning, Cash Flow and Debt Planning

I’m Michael Hart, an advice-only financial planner serving NJ and nationwide. I help clients simplify investing, taxes, and long-term planning. I charge either a flat fee or by the hour, so there are no commissions or AUM fees, just honest guidance.

OFC Wealth Management

Short Hills, NJ

Specialties: Goals Based Financial Planning, Investment Management, Divorce Financial Planning, Retirement Income Planning, College Planning, Tax Planning, Estate Planning

Fee-Only Financial Planner Creating Order from Chaos. Located in Short Hills, NJ, serving clients locally and across the country

Traphagen Investment Advisors, LLC

Oradell, NJ

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

Fee Only Financial Planner Located in Oradell, NJ and Serving Clients Nationwide

Beacon Hill Private Wealth LLC

Summit, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning, Equity Compensation Planning

Planning-first, fee-only wealth management for individuals and families with complex financial lives – combining evidence-based investing, tax-aware decision-making, and ongoing coordination for long-term clarity.

Haddon Wealth Management, LLC

Haddonfield, NJ

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

Fee-Only financial planner located in Haddonfield, NJ, serving clients locally as well as across the country

Wrought Financial Planning

Haddonfield, NJ

Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute your investment strategy, Bring relief to your student loans, Design a plan to pay for your children's education, Run long term financial freedom projections, Ensure you have the proper insurance and estate documents in place, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits

We help entrepreneurs and self-employed professionals forge their path to financial freedom.

Manley Capital Management

Far Hills, NJ

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

Fee-Only financial planner located in Far Hills, NJ, serving clients locally and across the country

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

Jersey Shore Financial Advisors, LLC

Tinton Falls, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Widows/widowers, Advice only options, Charitable Planning

Don't Be A Burden. Fee Only. Advice Only. Experienced Financial Planner serving new widows/widowers on a fixed fee basis.

Baron Financial Group

Fair Lawn, NJ

Specialties: Financial Life Planning, Retirement Income Planning, Investment Management, Special Needs Planning, Tax and Estate Planning, Risk Management and Insurance Review

Guiding you toward financial security through fee-only, fiduciary financial advice and investment management. Offices in Fair Lawn, NJ and Sarasota, FL - serving clients across the country.

HIGHLAND Financial Advisors, LLC

Wayne, NJ

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

Fee-Only financial planner specializing in helping pharmaceutical professionals make the most of their employee stock incentives and benefits

Locker Financial Services

Verona, NJ

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

Fee Only Financial Planner Located in Framingham, MA and Little Falls, NJ and Serving Clients Nationwide

Adviso Wealth

Princeton, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Risk Review and Alignment, College Education Planning, Business Exit Planning

Fee-Only Financial Advisor in Princeton, NJ, for Business Owners and Executives | Retirement Planning & Investment Strategy

Firebrand Wealth Management

Short Hills, NJ

Specialties: Comprehensive Financial Planning, Investment Management, Estate Planning, Tax Planning, Divorce Support, Stock Options and Awards, Education Planning

We provide women, their families and allies with the insight and guidance needed to take control of their money, build wealth, and pursue financial independence.

Novi Wealth Partners

Princeton, NJ

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

Fee-Only Fiduciary financial planning and wealth management firm located in Princeton, NJ, serving clients locally and across the country

SAGEbroadview Wealth Management, LLC

Morristown, NJ

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Larry Annello is not personally accepting new clients at this time - but our team is!

Astra Wealth Partners

Jersey City, NJ

Specialties: RSUs, Incentive Stock Options, Non-qualified Stock Options, 83(b) election, Direct Indexing, Alternative Investments, Alternative Minimum Tax (AMT), Concentrated Stock

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

Waverly Advisors

Marlton, NJ

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

Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country

Lighthouse Financial Advisors

Red Bank, 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

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

Mullooly Asset Management, Inc.

Wall Township, NJ

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

Fee-Only financial planner located in Wall Township, NJ, serving clients locally and across the country

Brooklyn Fi

Millstone Township, NJ

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

Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.

Align Financial Solutions

Hoboken, NJ

Specialties: Wealth Management for High-Net-Worth Women, Retirement Planning for Executives, Equity Compensation & Concentrated Stock, Pension & Deferred Compensation Elections, Tax-Efficient Retirement Income, Estate & Legacy Coordination, Divorce Financial Planning (CDFA®)

Fee-only wealth management for high-net-worth women with complex financial lives.

Sea Clear Financial Planning, LLC

Brielle, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Funding Planning, Tax Planning, Estate Planning, Cash Flow and Debt Management, Insurance Analysis

CERTIFIED FINANCIAL PLANNER® Professional and Fee-Only financial advisor. Serving clients throughout Monmouth and Ocean County NJ and across the country.

Wharton Wealth Planning

Englewood Cliffs, NJ

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Estate Planning, Insurance Needs Analysis, Cash Flow, Debt, and Budgeting Management, Education Planning, Charitable Giving

New York City Fee-Only Financial Advisor and Certified Financial Planner (CFP®) offering fiduciary retirement planning and investment advisory services.

Freedom Found Financial

Boonton, NJ

Aznar Financial Advisors, LLC

Morris Plains, NJ

Hudson Oak Wealth Advisory

Hoboken, NJ

McGovern Financial Advisors, LLC

Westfield, NJ

NCM Capital Management

Ramsey, NJ

True North Financial Services, LLC

Port Murray, NJ

RTD Financial

Cherry Hill, NJ

Angel Oak Financial Services LLC

Montvale, NJ

Sarkor Financial Advisors

Montclair, NJ

Belding Financial Planning

Chatham, NJ

Cipriano Wealth Management, LLC

Florham Park, NJ

Regency Wealth Management

Ramsey, NJ

Modesto Capital

Toms River, NJ

Coastal Financial Advisors, Inc.

Farmingdale, NJ

Supportive Financial

Waldwick, NJ

RTD Financial

Cherry Hill, NJ

Asset Advisory Group

Kinnelon, NJ

Aligning Wealth

Jersey City, NJ

Eagle Grove Advisors LLC

Jersey City, NJ