Subscription financial advisors in New Jersey
Jump to the 27 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in New Jersey is $500 a month (middle half $325-$650), from 27 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 8 firms in New Jersey only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in New Jersey and their published fees
27 firms with published fees
New Jersey medians: $300/hr, $4,750 flat, $500/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Hill and LaBarre Wealth ManagementWilliamstown | Up to $250/hr | Not published | $100/mo below the New Jersey median$100/mo below the New Jersey median |
| Wright Financial Advisory LLCWest OrangeNo AUM fee | $150- | Not published | $99- |
| Mullooly Asset Management, Inc.Wall Township | Not published | Not published | $200/mo below the New Jersey median$200/mo below the New Jersey median |
| Forged Path Wealth Advisors LLCBlackwood | Not published | $500- | $83- |
| Conklin Shure FinancialGlen RidgeNo AUM feeCFP® | $325/hr near the New Jersey median | Not published | $220- |
| Granite Rose Wealth Alliance LLCFairfield | $300/hr near the New Jersey median | $1,000- | $300/mo below the New Jersey median$300/mo below the New Jersey median |
| Stewards Asset ManagementFort Lee | $250/hr below the New Jersey median | $500- | $150- |
| Lavish Financial PlanningMorristown | $350/hr above the New Jersey median | Not published | $335- |
| Horicon Wealth ManagementMontclair | Not published | Up to $5,000 | $417/mo below the New Jersey median$1,250/qtr ($417/mo) below the New Jersey median |
| Manley Capital Management, LLCFar Hills | Not published | Not published | $417/mo below the New Jersey median$1,250/qtr ($417/mo) below the New Jersey median |
| Joint Financial LLCFranklin LakesVirtual meetingsCFP® | Not published | $5,000- | $350- |
| Veritas Finpro AdvisorSomerville | Not published | Not published | $200- |
| Westport AdvisoryJersey City | $500/hr above the New Jersey median | Not published | $167- |
| Amber Wealth Advisors, LLCWoodland ParkNo AUM fee | $300/hr near the New Jersey median | $1,500- | $350- |
| Webb Financial Planning LLCHaddon HeightsNo AUM fee | $250/hr below the New Jersey median | Not published | $208- |
| Lasting Wealth Principles, LLCFreehold | Not published | $1,000- | $250- |
| Roche Financial Partners LLCHopewellCFP® | Not published | Not published | $95- |
| OnRoute FinancialHaddonfield | $250/hr below the New Jersey median | Not published | $100- |
| Pullman WealthMontclairVirtual meetings | Not published | $3,000- | $300- |
| AMD Wealth Management LLCNorthfieldVirtual meetings | $250/hr below the New Jersey median | $500- | $250- |
| Pathways Financial PlanningAsbury ParkNo AUM feeCFP® | $250/hr below the New Jersey median | Not published | $500- |
| Team Financial PlanningUnionVirtual meetingsCFP® | $400/hr above the New Jersey median | $3,000- | $400- |
| Vetter PlanningRandolphCFP® | Not published | $3,000- | $200- |
| Purpose BuiltMoorestown | $350/hr above the New Jersey median | Not published | $750- |
| Adviso WealthPrincetonNo AUM feeCFP® | $300- | $500- | $450- |
| Viso Wealth Management LLCMoorestownCFP® | Not published | $1,000- | $333- |
| RockCrest Financial LLCSomers PointVirtual meetingsCFP® | Not published | Not published | $1,250- |
Subscription fees in New Jersey: key findings
- The median subscription fee in New Jersey, $500 a month from 27 firms, is $25 above the US median of $475 a month (1,036 firms).
- The median subscription fee in New Jersey (27 firms) is tied for the 11th highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the New Jersey median ($500 a month, 27 firms) comes to $6,000 before any upfront fee, against a median of $4,750 for a one time plan in New Jersey (75 firms).
- 5 of the 27 New Jersey firms with a current subscription fee name an upfront, setup or onboarding fee in the same brochure sentence as the subscription fee.
- 15 of the 27 New Jersey firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $500/mo | $325- | 27 firms |