Flat fee financial advisors in New Jersey

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in New Jersey is $5,000, from 161 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500⁠-⁠$9,000. Updated October 2026.

What advisors in New Jersey charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$5,000$2,500⁠-⁠$9,000161 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in New Jersey and their published fees

161 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Bravias FinancialIselinNot published$100⁠-⁠$2,500Not published
Wealth Management Associates, Inc.Cherry Hill$150/hr$100⁠-⁠$25,000Not published
Darby Investment Services LLCWoodburyNo AUM fee$125/hr$125⁠-⁠$350Not published
The Inspired Network Wealth AdvisoryHighlands$250/hr$150⁠-⁠$10,000Not published
Revolve Wealth Partners, LLCHackensackNot published$200⁠-⁠$4,500Not published
Ba Global CapitalNewark$150/hr$250$1,200⁠-⁠$15,000/yr
Bluefin FinancialMoorestown$200⁠-⁠$400/hr$250⁠-⁠$25,000Not published
Bonfrisco Wealth Management LLCCherry HillNot published$250⁠-⁠$500Not published
Kensington Financial Advisors LLCRoseland$200⁠-⁠$400/hr$250⁠-⁠$10,000Not published
Covered Bridge Financial LLCCalifonNot published$300⁠-⁠$5,000$750/qtr
Onyx Wealth Management LLCLakewood$250/hr$350⁠-⁠$5,000Not published
Aljen Asset Management LLCCedar Knolls$100⁠-⁠$300/hr$400⁠-⁠$15,000Not published
Investment Capital AdvisorsClinton$375/hr$400⁠-⁠$3,000Not published
Capital B Advisory Services LLCMiddletown$125/hr$485Not published
Adviso WealthPrincetonNo AUM fee$300⁠-⁠$450/hr$500⁠-⁠$20,000$450⁠-⁠$3,000/mo
Artemis Wealth AdvisorsFlemingtonNot published$500⁠-⁠$5,000Not published
Atlas Private Wealth AdvisorsRed BankNot published$500⁠-⁠$15,000Not published
Ballaster FinancialJersey CityNot published$500⁠-⁠$5,000$10,000/yr
Bodnar Financial Advisors, Inc.Florham ParkNo AUM fee$450/hr$500⁠-⁠$9,500Not published
Castle Financial & Retirement Planning Associates IncFair Haven$150/hr$500⁠-⁠$2,500Not published
CFS Investment Advisory Services LLCTotowa$450/hr$500⁠-⁠$5,000Not published
Condor Capital Wealth ManagementMartinsville$100⁠-⁠$300/hr$500⁠-⁠$3,000Not published
Cornerstone Planning GroupFairfield$100⁠-⁠$1,000/hr$500⁠-⁠$100,000Not published
Five Point InvestmentsLakewood$250/hr$500$500/yr
Focus Wealth Advisors LLCOcean City$150/hr$500Not published
Garden State Retirement Specialists, LLCRed Bank$400/hr$500⁠-⁠$5,000Not published
Gci Financial GroupMendham$250/hr$500⁠-⁠$2,500Not published
Integrated Asset Management, Inc.WallNot published$500⁠-⁠$10,000Not published
Julien Planning, LLCHackensack$150/hr$500⁠-⁠$5,000Not published
Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr$500⁠-⁠$7,500Not published
LBK Financial LLCWhippany$175/hr$500⁠-⁠$5,000Not published
Mezzasalma AdvisorsTinton FallsNot published$500⁠-⁠$10,000Not published
Oaktree Financial Planning and ConsultingBasking RidgeNo AUM fee$350/hr$500Not published
S.f. Ehrlich Associates, Inc.CranfordNot published$500⁠-⁠$5,000Not published
Sea Change Financial PlanningPoint Pleasant$250/hr$500Not published
Stawnychy Financial Services, Inc.KinnelonNot published$500⁠-⁠$15,000Not published
TJW Fiduciary Plan Consultants, LLCLittle Silver$135/hr$500⁠-⁠$1,000Not published
Withum Wealth ManagementRed Bank$125⁠-⁠$350/hr$500⁠-⁠$15,000Not published
Hearthstead Financial, LLCFlemingtonNot published$650⁠-⁠$5,000Not published
DTM Advisory Group LLCNeptune$285/hr$750Not published
Independence WealthVoorhees$400/hr$750⁠-⁠$15,000Not published
New Amsterdam Wealth PlanningLong BranchNot published$750⁠-⁠$5,000Not published
Yin Financial PlanningMillburnNo AUM feeNot published$750⁠-⁠$7,500$2,500⁠-⁠$10,000/yr
True North Financial Services, LLCPort MurrayNot published$800Not published
Apostolic Financial Advisors, LLCSaddle River$150⁠-⁠$350/hr$1,000⁠-⁠$3,000Not published
Cra Financial Services, L.L.C.Northfield$300/hr$1,000⁠-⁠$5,000Not published
Davidson Wealth Management LLCForked River$250/hr$1,000⁠-⁠$10,000Not published
Denby Financial Services, LLCClifton$195/hr$1,000Not published
Eslami & Co. Wealth Management, LLCGlen Ridge$400/hr$1,000⁠-⁠$15,000Not published
Granite Rose Wealth Alliance LLCFairfield$300/hr$1,000⁠-⁠$10,000$300/mo
Grantvest Financial Group LLCMatawan$350/hr$1,000⁠-⁠$10,000Not published
Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr$1,000⁠-⁠$50,000Not published
Lasting Wealth Principles, LLCFreeholdNot published$1,000⁠-⁠$3,000$750⁠-⁠$2,500/qtr
Leicht Financial Planning and Wealth ManagementParsippanyNot published$1,000⁠-⁠$1,800Not published
MK3 Wealth LLCCherry Hill$400/hr$1,000⁠-⁠$25,000Not published
Nextgen Wealth Counselors Limited Liability CompanyPlainsboroNot published$1,000Not published
Northwest Criterion Asset Management, L.L.C.Princeton$350/hr$1,000⁠-⁠$10,000Not published
Omega Strategies LLCVerona Township$250/hr$1,000$25/mo
Personal Cfo Solutions LLCChesterNot published$1,000⁠-⁠$20,000Not published
Preferred Wealth Advisors, LLCFreehold$350/hr$1,000⁠-⁠$4,000Not published
Princeton Global Asset Management LLCPrincetonNot published$1,000⁠-⁠$25,000$5,000/yr
Private Client Group Asset ManagementGladstone$350/hr$1,000⁠-⁠$5,000Not published
Shapiro Financial Security Group, Inc.Hazlet$70⁠-⁠$350/hr$1,000⁠-⁠$7,500Not published
The Investment Connection LLCBridgewaterNot published$1,000⁠-⁠$3,000$200/mo
Viso Wealth Management LLCMoorestownNot published$1,000⁠-⁠$10,000$1,000⁠-⁠$10,000/qtr
WJL Financial AdvisorsMorris PlainsNo AUM fee$250/hr$1,000$1,500⁠-⁠$10,000/yr
Smallwood Wealth ManagementRed Bank$200⁠-⁠$525/hr$1,050⁠-⁠$14,000Not published
Taurus FinancialJersey CityNot published$1,100⁠-⁠$2,000Not published
Calrivan Wealth ManagementRandolph$250/hr$1,200⁠-⁠$3,500Not published
Quaker Wealth Management LLCMoorestownNot published$1,200⁠-⁠$10,000Not published
TKG Wealth Advisers LLCCranford$150⁠-⁠$500/hr$1,200⁠-⁠$10,000Not published
3I Wealth Management LLCFairfieldNot published$1,500$2,500/yr
Amber Wealth Advisors, LLCWoodland ParkNo AUM fee$300/hr$1,500⁠-⁠$7,500Not published
Ascent Physician Wealth LLCLivingstonNot published$1,500⁠-⁠$5,000Not published
Asset Advisory Group, Inc.Kinnelon$50/hr$1,500⁠-⁠$15,000Not published
Cereus Financial Advisors, LLCFranklin Lakes$300/hr$1,500Not published
Compass Wealth Management, LLCRutherfordNo AUM fee$500/hr$1,500⁠-⁠$2,500Not published
Cora Capital AdvisorsMarltonNot published$1,500⁠-⁠$7,500Not published
Cypress Financial PlanningHaddon HeightsNot published$1,500⁠-⁠$5,000Not published
Dowd Financial PlanningMontclairNo AUM feeNot published$1,500$3,400⁠-⁠$13,600/yr
M Financial Planning Services, IncMarltonNo AUM fee$200⁠-⁠$300/hr$1,500⁠-⁠$6,000$250⁠-⁠$750/qtr
MDC Financial Consulting, LLCWashington Township$325⁠-⁠$425/hr$1,500⁠-⁠$25,000Not published
Millstone Financial GroupPrinceton$250/hr$1,500$500⁠-⁠$1,450/yr
Nisonoff & Quadrel Investment Management LLCEast BrunswickNot published$1,500⁠-⁠$3,000$250⁠-⁠$400/mo
Omni 360 Wealth, Inc.Plainsboro$320/hr$1,500⁠-⁠$18,000$1,000⁠-⁠$12,000/yr
Premier Path Wealth Partners, LLCMadison$350/hr$1,500⁠-⁠$50,000Not published
Retirement Income Advisory Group LLCWoodbridgeNot published$1,500⁠-⁠$5,500Not published
S & a Financial Strategies & Services, LLCCherry Hill$350/hr$1,500Not published
Signet Financial Management, LLCParsippany$200⁠-⁠$250/hr$1,500⁠-⁠$7,000Not published
Stewards Asset ManagementFort Lee$250/hr$1,500⁠-⁠$4,000$150⁠-⁠$500/mo
Stockade Wealth ManagementMarlboro$375/hr$1,500⁠-⁠$15,000$7,500⁠-⁠$30,500/yr
Talisman Wealth Advisors, LLCMountainside$200⁠-⁠$400/hr$1,500⁠-⁠$10,000Not published
Teplitz Financial Group LLCOld Bridge$150⁠-⁠$250/hr$1,500⁠-⁠$3,000Not published
The Financial Planning Answerplace, LLCPrinceton$125⁠-⁠$350/hr$1,500⁠-⁠$15,000Not published
Tranquilli Financial Advisor, LLCClinton$550/hr$1,500⁠-⁠$10,000Not published
Vaughan and Company Securities, Inc.RidgewoodNot published$1,500⁠-⁠$2,500Not published
Truestar Financial PartnersMount Laurel Township$100/hr$1,600⁠-⁠$2,400$2,000/yr
Panorama Financial LLCFair Lawn$175⁠-⁠$300/hr$1,800⁠-⁠$5,000Not published
Aligning WealthJersey City$250/hr$2,000⁠-⁠$40,000$6,000/yr
Kai AdvisorsPrinceton JctNot published$2,000⁠-⁠$15,000Not published
Meehan Wealth Advisors, LLCSea GirtNo AUM fee$175⁠-⁠$375/hr$2,000⁠-⁠$10,000Not published
Precision Financial ServicesMine Hill$150⁠-⁠$300/hr$2,000⁠-⁠$15,000Not published
Sterling Financial Planning IncSpartaNot published$2,000⁠-⁠$6,000Not published
Tucker Wealth AdvisoryWestfieldNo AUM fee$325/hr$2,000⁠-⁠$7,500Not published
Conklin Shure FinancialGlen RidgeNo AUM fee$325/hr$2,200⁠-⁠$3,200$220⁠-⁠$320/mo
Able Wealth Management LLCToms River$250⁠-⁠$500/hr$2,500⁠-⁠$100,000Not published
Baron Financial Group LLCFair LawnNot published$2,500Not published
Kevin M. Gibney and Company, LLCIselinNot published$2,500⁠-⁠$250,000Not published
Molotsky Tax Advisory Group, LLCVoorhees$200/hr$2,500Not published
Novi Wealth PartnersPrinceton$150⁠-⁠$450/hr$2,500⁠-⁠$100,000Not published
RimacBayonne$200⁠-⁠$450/hr$2,500⁠-⁠$15,000Not published
Sarkor Financial AdvisorsBloomfield$350⁠-⁠$500/hr$2,500⁠-⁠$4,000$7,500/yr
Sax Wealth Advisors, LLCParsippany$300/hr$2,500⁠-⁠$50,000Not published
Strategic Family Wealth Counselors, L.L.C.FairfieldNot published$2,500Not published
Wright Financial Advisory LLCWest OrangeNo AUM fee$150⁠-⁠$350/hr$2,500$99⁠-⁠$199/mo
BPP Wealth Solutions, LLCBasking Ridge$60/hr$3,000⁠-⁠$20,000Not published
Coastal Financial Advisors, Inc.Farmingdale$200⁠-⁠$350/hr$3,000⁠-⁠$20,000Not published
Oakbourne AdvisorsBerkeley Heights$300/hr$3,000⁠-⁠$10,000Not published
Pullman WealthMontclairNot published$3,000⁠-⁠$5,000Not published
Shore Point Advisors, LLCBrielle$250/hr$3,000Not published
Unlimited Capital Advisors LLCSomerset$175⁠-⁠$400/hr$3,000⁠-⁠$15,000Not published
Grundy Financial Advisory ServicesTownship Of Washington$215/hr$3,200⁠-⁠$4,500Not published
Alliance Wealth Management Group, LLCFlemington$300⁠-⁠$750/hr$3,500⁠-⁠$15,000Not published
Dorchester Advisors LLCShort HillsNot published$3,500⁠-⁠$10,000Not published
Hofstetter, Cody L.LambertvilleNo AUM fee$500⁠-⁠$750/hr$3,500⁠-⁠$50,000Not published
Oceanic Capital Management LLCRed Bank$350/hr$3,500⁠-⁠$5,000Not published
Prestige Wealth Management Group, LLCFlemington$500⁠-⁠$750/hr$3,500⁠-⁠$50,000Not published
Concierge Financial Planning, LLCMargate CityNo AUM feeNot published$4,000⁠-⁠$6,000Not published
Ziment Financial Advisors, Inc.Princeton JunctionNot published$4,000⁠-⁠$10,000Not published
Align Advisor Group, LLCVinelandNot published$5,000$300/mo
Align Financial SolutionsHoboken$500/hr$5,000⁠-⁠$15,000$15,000⁠-⁠$30,000/yr
Amd Wealth Management LLCBranchburg$250/hr$5,000Not published
Beacon TrustMorristownNot published$5,000⁠-⁠$15,000$250/qtr
Breakwater Capital GroupParamus$500/hr$5,000⁠-⁠$20,000Not published
Capital Gains AdvisoryTownship Of WashingtonNot published$5,000⁠-⁠$15,000$6,000⁠-⁠$30,000/yr
Donald W. Cash & Associates, LLCRed Bank$500/hr$5,000Not published
Elements 5 Investment ManagementBridgewater$400/hr$5,000Not published
Forged Path Wealth Advisors LLCBlackwoodNot published$5,000Not published
Full Court Strategic Wealth, LLCMount Laurel$250⁠-⁠$500/hr$5,000⁠-⁠$20,000Not published
Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr$5,000⁠-⁠$25,000$2,500/mo
Jantorno Financial Advisors, LLCPrincetonNo AUM fee$250/hr$5,000⁠-⁠$16,000Not published
Joint Financial LLCFranklin LakesNot published$5,000⁠-⁠$6,500Not published
Leatherback Investments LLCLakewoodNot published$5,000⁠-⁠$15,000$500⁠-⁠$10,000/mo
Sea Clear Financial Planning, LLCBrielle$250/hr$5,000Not published
Team Financial PlanningUnion$400/hr$5,000$400⁠-⁠$1,000/mo
Mcgovern Financial Advisors, LLCWestfieldNo AUM fee$400/hr$7,000⁠-⁠$8,000Not published
Hillcrest Wealth Advisors - Ny, LLCHolmdel$500⁠-⁠$600/hr$7,500$7,500⁠-⁠$10,000/yr
Retiresmart Consulting, LLC.Princeton$100⁠-⁠$400/hr$8,000Not published
Weingarten Associates, L.L.C.LawrencevilleNo AUM feeNot published$8,000$20,000/yr
Cadia Private Client LLCParsippanyNot published$10,000⁠-⁠$150,000Not published
FintegrityTenaflyNot published$10,000Not published
KDT Advisors, LLCPrinceton$350/hr$10,000Not published
Onroute FinancialHaddonfield$250/hrUp to $10,000$100⁠-⁠$1,000/mo
Paradigm Investment Advisory, LLCBridgewaterNot published$10,000⁠-⁠$250,000Not published
Heritage Financial Counselors, LLCBedminsterNot published$15,000Not published
A.m. Perricone LLCShamongNot published$20,000Not published
Miller Wealth ManagementWall Township$300/hr$20,000Not published
Key Client Fiduciary Advisors, LLCFairfieldNot published$25,000Not published
Meridian Atlas PlanningFlorham Park$200/hr$25,000Not published
Buttfield & AssociatesRed Bank$250/hr$50,000⁠-⁠$250,000Not published
Grosso Wealth Management LLCMontclairNot publishedUp to $50,000Not published
Also filed as flat fee financial advisors, without a published price (205)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states