H&S TAX AND WEALTH ADVISORS LLC
Red Bank, NJ
AUM
$67.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
732-268-8813
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
SEA CLEAR FINANCIAL PLANNING, LLC
Brielle, NJ
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
732-580-8039
OCEANIC CAPITAL MANAGEMENT LLC
Red Bank, NJ
AUM
$64.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-345-1533
G & R FINANCIAL SOLUTIONS LLC
Fairfield, NJ
AUM
$60.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
862-668-5022
RETIREMENT WEALTH MANAGEMENT, LLC
Nutley, NJ
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(973) 661-1988
S SQUARED RETIREMENT SOLUTIONS LLC
Montville, NJ
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
862-251-4700
GUIDANCE WEALTH ADVISORS LLC
Lebanon, NJ
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-750-9444
ROCKDALE FINANCIAL SERVICES, INC.
Eatontown, NJ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-695-2100
NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.
Princeton, NJ
AUM
$58.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-924-4488
KIELY CAPITAL MANAGEMENT, INC.
Morristown, NJ
AUM
$58.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(973) 455-1894
THE PRIVATE CLIENT ADVISORY GROUP, LLC
Manasquan, NJ
AUM
$57.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
732-702-2844
RETIREMENT INCOME ADVISORY GROUP LLC
Woodbridge, NJ
AUM
$57.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
732-455-9990
JEDI MANAGEMENT, INC.
Englewood Cliffs, NJ
AUM
$56.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-482-0288
SHORE FINANCIAL PLANNING
Monmouth Beach, NJ
AUM
$54.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
51-100
Fees
Fixed fees
732-704-8982
AUGULIS FINANCIAL FIRM, L.L.C.
Warren, NJ
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-834-8040
BEACON HILL PRIVATE WEALTH LLC
Summit, NJ
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
908-608-8444
NEXT GENERATION WEALTH PLANNING, LLC
Forked River, NJ
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
732-409-7232
RETIRESMART CONSULTING, LLC.
Princeton, NJ
AUM
$52.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-955-3456
PURPLE DOG INVESTMENTS LLC
Springfield, NJ
AUM
$51.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
973-346-4150
ALOOOLA
Kingston, NJ
AUM
$51.2M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
484.275.5525
JULIUS WEALTH ADVISORS, LLC
Englewood Cliffs, NJ
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
201-408-4644
MJM FINANCIAL ADVISORS, LLC
Gillette, NJ
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-647-7444
PREMIER FINANCIAL PLANNING, INC.
Princeton, NJ
AUM
$48.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
609-924-2424
APOGEE FINANCIAL SERVICES GROUP, INC.
Moorestown, NJ
AUM
$48.5M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
856-234-3055