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:

I can work with clients anywhere!

Vid Ponnapalli

MS, CFP®, EA

Unique Financial Advisors

Princeton, 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.

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

Ken Weingarten

CFP®, MBA

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.

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

Marjorie Rand

CPA, CFP®, RICP®

Rand Financial Planning, LLC

Flemington, NJ

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Planning, Estate Planning, Insurance Planning,

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

John Middleton

CFP®, CFA®, AIF®, CAIA®

Brighton Financial Planning

Flemington, NJ

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

Fee-Only financial planner located in Flemington, NJ, (satellite offices in Richmond, Virginia and Kiawah Island, South Carolina) serving clients locally and across the country

Shikha Mittra

CFP®, AIF®, CMFC®, CRPS®, PPC®, 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

David Walter

Halberstadt Financial Consultants, Inc.

Princeton, NJ

Martin Hopkins

CFP®

Hopkins Investment Management

Princeton, NJ

Eleanore Szymanski

The Financial Planning Answerplace, LLC

Princeton, NJ

Constance Herrstrom

Premier Financial Planning, Inc.

Princeton, 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

    Get Your Checklist

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