FINANCIAL PLANNING SERVICES
Merchantville, NJ
AUM
$48.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
856-663-7011
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NJ
400 advisers found
FULL COURT STRATEGIC WEALTH, LLC
Mount Laurel, NJ
AUM
$48.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
267-970-6464
EVERGUIDE FINANCIAL GROUP, LLC
Cranford, NJ
AUM
$45.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-203-6673
ROCKCREST FINANCIAL LLC
Somers Point, NJ
AUM
$44.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
856-694-3288
WROUGHT FINANCIAL PLANNING
Haddonfield, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8562499980
COONEY FINANCIAL ADVISORS INC
Marlton, NJ
AUM
$44.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-988-0688
THAMES ASSET MANAGEMENT, INC
Hackensack, NJ
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
201-525-1222
FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.
Hillsborough, NJ
AUM
$41.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
908-725-9001
SCIPIONE WEALTH ADVISORS, INC.
Wyckoff, NJ
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
201-703-8800
CEREUS FINANCIAL ADVISORS, LLC
Franklin Lakes, NJ
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(201) 848-6802
DE CESARE RETIREMENT SPECIALISTS
Marlton, NJ
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
856-235-3830
JULIEN PLANNING, LLC
Hackensack, NJ
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
201-489-4890
ICN HOLDING
Freehold, NJ
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Performance-based fees +1 more
732-414-1910
LAVISH FINANCIAL PLANNING
Morristown, NJ
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(201) 535-4499
JERSEY SHORE FINANCIAL ADVISORS LLC
Red Bank, NJ
AUM
$32.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
732-229-7489
FIG TREE WEALTH MANAGEMENT LLC
Mountainside, NJ
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
973-805-6939
ARTEMIS WEALTH ADVISORS
Flemington, NJ
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
844-800-2783
LEGACY INVESTMENT ADVISORS, LLC
Voorhees, NJ
AUM
$31.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
856-751-7909
WEALTHNESS LLC
Boonton, NJ
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(973) 387-4900
SOUND WEALTH LLC
Marlton, NJ
AUM
$28.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
732-276-4303
3I WEALTH MANAGEMENT LLC
Fairfield, NJ
AUM
$28.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
973-600-9481
MOLOTSKY TAX ADVISORY GROUP, LLC
Voorhees, NJ
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
856-454-5110
SHAMROCK FINANCIAL SERVICES
Woodcliff Lake, NJ
AUM
$26.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-250-1148
CHARTER ADVISORY GROUP
Bedminster, NJ
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
908-325-1707