Advice only financial planners in New Jersey
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
26 firms in New Jersey that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $250-$400/hr | 21 firms |
| Flat or project fee | $3,938 | $1,500-$5,000 | 18 firms |
| Annual retainer | $6,318/yr | $6,250-$8,500/yr | 6 firms |
Advice only financial planners in New Jersey and their published fees
26 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Amber Wealth Advisors, LLCWoodland Park | $300/hr | $1,500-$7,500 | Not published |
| Bodnar Financial Advisors, Inc.Florham Park | $450/hr | $500-$9,500 | Not published |
| Caldwell Fairfield AdvisorsFairfield | $550/hr | Not published | Not published |
| Cniv Financial Planning LLCMarlboro | $250/hr | Not published | Not published |
| Compass Wealth Management, LLCRutherford | $500/hr | $1,500-$2,500 | Not published |
| Concierge Financial Planning, LLCMargate City | Not published | $4,000-$6,000 | Not published |
| Conklin Shure FinancialGlen Ridge | $325/hr | $2,200-$3,200 | $220-$320/mo |
| Darby Investment Services LLCWoodbury | $125/hr | $125-$350 | Not published |
| Donald J. Bugdal & AssociatesMercerville | Not published | $350 | Not published |
| Dowd Financial PlanningMontclair | Not published | $1,500 | $3,400-$13,600/yr |
| Hofstetter, Cody L.Lambertville | $500-$750/hr | $3,500-$50,000 | Not published |
| Jantorno Financial Advisors, LLCPrinceton | $250/hr | $5,000-$16,000 | Not published |
| M Financial Planning Services, IncMarlton | $200-$300/hr | $1,500-$6,000 | $250-$750/qtr |
| Mcgovern Financial Advisors, LLCWestfield | $400/hr | $7,000-$8,000 | Not published |
| Meehan Wealth Advisors, LLCSea Girt | $175-$375/hr | $2,000-$10,000 | Not published |
| Oaktree Financial Planning and ConsultingBasking Ridge | $350/hr | $500 | Not published |
| Pathways Financial PlanningNeptune | $250/hr | Not published | $500-$800/mo |
| Rand Financial Planning, LLCFlemington | Not published | Not published | $10,000-$40,000/yr |
| Stargazer Financial PlanningOakland | $200/hr | Not published | Not published |
| Strategic FinancialMount Laurel | $300-$500/hr | Not published | $6,386/yr |
| Treesa Financial Planning, LLCCloster | $250/hr | Not published | Not published |
| Tucker Wealth AdvisoryWestfield | $325/hr | $2,000-$7,500 | Not published |
| Webb Financial Planning LLCHaddon Heights | $250/hr | Not published | $2,500-$10,000/yr |
| WJL Financial AdvisorsMorris Plains | $250/hr | $1,000 | $1,500-$10,000/yr |
| Wright Financial Advisory LLCWest Orange | $150-$350/hr | $2,500 | $99-$199/mo |
| Yin Financial PlanningMillburn | Not published | $750-$7,500 | $2,500-$10,000/yr |
No firms match these filters.
Also filed as advice only financial planners, without a published price (19)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Barr CPA LLC, Ridgewood
- Diversified Strategies LLC, Saddle Brook
- Duncan Financial Group, LLC, Midland Park
- Horizon Financial Group, Inc., Far Hills
- Inner Circle Platinum Advisors LLC, Bloomfield
- Joshua Duvall Financial Planning & Accounting, LLC, Tabernacle
- Mantrana Advisors, Long Valley
- Mark J. Angelo Financial Services, Toms River
- Mendham Capital Management, Inc., Basking Ridge
- Nisiotis, Michael, Rutherford
- Oxley Capital Management, LLC, North Cape May
- Pine Valley Private Wealth, Marlton
- Rivero CPA LLC, Westfield
- Share and Harris, L.L.C., East Brunswick
- The Astorino Financial Group, Inc., Fairfield
- The Financial Forge, LLC, Mendham
- Transparent Wealth Solutions, Matawan
- Varbeco Wealth Management, LLC, Colts Neck
- Vici Advisors LLC, Linwood