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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NJ
235 advisers found
SMALLWOOD FINANCIAL GROUP LLC
Summit, NJ
AUM
$37.0M
Retirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
908-988-4191
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
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
AUM
$24.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
201-659-8852
CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
Princeton, NJ
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
609-716-4700
YAISH FINANCIAL
Bergenfield, NJ
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
201-948-4040
BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC
Fair Lawn, NJ
AUM
$17.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-690-3035
AUM
$15.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
877-860-0900
INNOVATIVE INVESTMENT FIDUCIARIES, LLC
Moorestown, NJ
AUM
$13.7M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(856) 242-3330
EPIC WEALTH MANAGEMENT LLC
Red Bank, NJ
AUM
$13.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-732-784-6548
ATHEREAN ASSET MANAGEMENT LLC
Jersey City, NJ
AUM
$8.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
347-409-1499
MALVERN RIDGE WEALTH MANAGEMENT
Englewood Cliffs, NJ
AUM
$8.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
908 451 3177
ACORN ASSET MANAGEMENT LLC
Princeton, NJ
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
609-455-1223
PERSONAL FINANCIAL SPECIALISTS
Cedar Knolls, NJ
AUM
$610K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
973-575-5909
BA GLOBAL CAPITAL
Newark, NJ
AUM
$40K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
862-571-3929
BELLWETHER CONSULTING LLC
Millburn, NJ
AUM
—
Trusts & EstatesRetirementFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
646-205-9346
CURCIO WEBB LLC
Lawrenceville, NJ
AUM
—
Trusts & EstatesRetirementFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Hourly charges; Fixed fees
609-737-4100
HAMILTON & COMPANY
Princeton, NJ
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
609-452-0300
KINGSBRIDGE ADVISORS, LLC
Fair Lawn, NJ
AUM
—
Trusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Fixed fees; REFERRAL FEES
973-771-0886