Fee-Only Financial Planners in Princeton, 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 Princeton, NJ:

Thomas Duffy

CFP®, MBA

Jersey Shore Financial Advisors, LLC

Princeton, NJ

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

Fee Only Financial Planner serving all of New Jersey with multiple office locations

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

Martin Hopkins

CFP®

Hopkins Investment Management

Princeton, NJ

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

Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.

Roger Healy

CFP®, CTFA, MBA

Hibernian Financial Planning

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

Shikha Mittra

CFP®, AIF®, CMFC®, CRPS®, MBA

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

Ajay Kaisth

CFP®

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

David Walter

Halberstadt Financial Consultants, Inc.

Princeton, NJ

Ryan Dunn

Private Wealth Management Group

Princeton, NJ

Ryan Vogel

Private Wealth Management Group

Princeton, NJ

Daniel Satz

Private Wealth Management Group

Princeton, NJ

Robert Dunn

Private Wealth Management Group

Princeton, NJ

Constance Herrstrom

Premier Financial Planning, Inc.

Princeton, NJ

Andrew Olivier

Private Wealth Management Group

Princeton, NJ

Eleanore Szymanski

The Financial Planning Answerplace, LLC

Princeton, 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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