{ "path": "/advisors/nj/fee-only", "url": "https://advisorcensus.com/advisors/nj/fee-only/page/6", "page_type": "state_fee", "title": "Fee-only financial advisors in New Jersey", "filters": {}, "scope_total": 297, "faq": [ { "q": "How many financial advisory firms are there in New Jersey?", "a": "AdvisorCensus lists 923 investment advisory firms with a principal office in New Jersey, from Form ADV filings as of October 2026: 401 SEC-registered, 460 state-registered, and 62 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New Jersey?", "a": "297 of the 923 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New Jersey offer financial planning?", "a": "508 of the 861 firms in New Jersey that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New Jersey fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 297 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 297 investment advisory firms with a principal office in New Jersey that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in New Jersey: 297 firms from Form ADV filings as of October 2026.", "total_firms": 297, "page": 6, "total_pages": 6, "sort": "name", "registration_types": { "sec": 94, "state": 203, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 297 }, { "code": "percentage_of_aum", "count": 260 }, { "code": "hourly", "count": 118 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 160 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 96 }, { "code": "5_to_9", "count": 61 }, { "code": "10_to_19", "count": 81 }, { "code": "20_plus", "count": 58 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 100 }, { "code": "25m_100m", "count": 71 }, { "code": "100m_500m", "count": 57 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 38 } ], "firms": [ { "crd_number": 310524, "name": "Stewards Asset Management", "name_as_filed": "STEWARDS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/stewards-asset-management-fort-lee-nj-310524", "city": "Fort Lee", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147984, "name": "Summit Place Financial Advisors, LLC", "name_as_filed": "SUMMIT PLACE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/summit-place-financial-advisors-llc-summit-nj-147984", "city": "Summit", "state": "NJ", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166685, "name": "Sustainvest Asset Management, LLC", "name_as_filed": "SUSTAINVEST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sustainvest-asset-management-llc-linwood-nj-166685", "city": "Linwood", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169326, "name": "TA Capital Management, LLC", "name_as_filed": "TA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ta-capital-management-llc-sewell-nj-169326", "city": "Sewell", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313283, "name": "Talisman Wealth Advisors, LLC", "name_as_filed": "TALISMAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/talisman-wealth-advisors-llc-mountainside-nj-313283", "city": "Mountainside", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107856, "name": "Tandem Capital Management, Inc.", "name_as_filed": "TANDEM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/tandem-capital-management-inc-woodcliff-lake-nj-107856", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172309, "name": "Tandem Investment Partners, LLC", "name_as_filed": "TANDEM INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/tandem-investment-partners-llc-bordentown-nj-172309", "city": "Bordentown", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128967, "name": "TC Financial Management, Co Inc.", "name_as_filed": "TC FINANCIAL MANAGEMENT, CO INC.", "url": "https://advisorcensus.com/firm/tc-financial-management-co-inc-margate-city-nj-128967", "city": "Margate City", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327256, "name": "Team Financial Planning", "name_as_filed": "TEAM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/team-financial-planning-union-nj-327256", "city": "Union", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305581, "name": "Tenon Financial", "name_as_filed": "TENON FINANCIAL", "url": "https://advisorcensus.com/firm/tenon-financial-metuchen-nj-305581", "city": "Metuchen", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 106559, "name": "Thames Asset Management, Inc", "name_as_filed": "THAMES ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559", "city": "Hackensack", "state": "NJ", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339495, "name": "The Financial Forge, LLC", "name_as_filed": "THE FINANCIAL FORGE, LLC", "url": "https://advisorcensus.com/firm/the-financial-forge-llc-339495", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 159932, "name": "The Financial Planning Answerplace, LLC", "name_as_filed": "THE FINANCIAL PLANNING ANSWERPLACE, LLC", "url": "https://advisorcensus.com/firm/the-financial-planning-answerplace-llc-princeton-nj-159932", "city": "Princeton", "state": "NJ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171533, "name": "The Investment Connection LLC", "name_as_filed": "THE INVESTMENT CONNECTION LLC", "url": "https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533", "city": "Bridgewater", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110890, "name": "Tilson Financial Group Inc", "name_as_filed": "TILSON FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890", "city": "New Providence", "state": "NJ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334731, "name": "Time Investment Advisers", "name_as_filed": "TIME INVESTMENT ADVISERS", "url": "https://advisorcensus.com/firm/time-investment-advisers-334731", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152633, "name": "TPK Advisors LLC", "name_as_filed": "TPK ADVISORS LLC", "url": "https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633", "city": "Edgewater", "state": "NJ", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165288, "name": "Treesa Financial Planning, LLC", "name_as_filed": "TREESA FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288", "city": "Closter", "state": "NJ", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292061, "name": "True North Financial Services, LLC", "name_as_filed": "TRUE NORTH FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/true-north-financial-services-llc-292061", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336223, "name": "Truestar Financial Partners", "name_as_filed": "TRUESTAR FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223", "city": "Marlton", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174124, "name": "Unique Financial Advisors LLC", "name_as_filed": "UNIQUE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124", "city": "Holmdel", "state": "NJ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125128, "name": "Valuealigned Partners", "name_as_filed": "VALUEALIGNED PARTNERS", "url": "https://advisorcensus.com/firm/valuealigned-partners-red-bank-nj-125128", "city": "Red Bank", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293781, "name": "Vassos Investments, LLC", "name_as_filed": "VASSOS INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/vassos-investments-llc-293781", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332488, "name": "Vault Private Wealth", "name_as_filed": "VAULT PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/vault-private-wealth-princeton-nj-332488", "city": "Princeton", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337299, "name": "VCM Wealth Advisors", "name_as_filed": "VCM WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/vcm-wealth-advisors-337299", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110371, "name": "Villafranco Wealth Management", "name_as_filed": "VILLAFRANCO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/villafranco-wealth-management-cresskill-nj-110371", "city": "Cresskill", "state": "NJ", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336227, "name": "Viso Wealth Management LLC", "name_as_filed": "VISO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/viso-wealth-management-llc-336227", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165722, "name": "Vista Financial Services LLC", "name_as_filed": "VISTA FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/vista-financial-services-llc-alpha-nj-165722", "city": "Alpha", "state": "NJ", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340047, "name": "Volpe Investments LLC", "name_as_filed": "VOLPE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/volpe-investments-llc-cranford-nj-340047", "city": "Cranford", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328272, "name": "Wavelet Advisors", "name_as_filed": "WAVELET ADVISORS", "url": "https://advisorcensus.com/firm/wavelet-advisors-saddle-river-nj-328272", "city": "Saddle River", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298675, "name": "Wealthness LLC", "name_as_filed": "WEALTHNESS LLC", "url": "https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675", "city": "Boonton", "state": "NJ", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126422, "name": "Webb Financial Planning LLC", "name_as_filed": "WEBB FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/webb-financial-planning-llc-haddon-heights-nj-126422", "city": "Haddon Heights", "state": "NJ", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127718, "name": "Weingarten Associates, L.L.C.", "name_as_filed": "WEINGARTEN ASSOCIATES, L.L.C.", "url": "https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718", "city": "Lawrenceville", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337734, "name": "West Horizon Capital", "name_as_filed": "WEST HORIZON CAPITAL", "url": "https://advisorcensus.com/firm/west-horizon-capital-princeton-nj-337734", "city": "Princeton", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339303, "name": "Westmount Capital Group LLC", "name_as_filed": "WESTMOUNT CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303", "city": "Summit", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340749, "name": "Westport Advisory", "name_as_filed": "WESTPORT ADVISORY", "url": "https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304669, "name": "Whealth Advisors", "name_as_filed": "WHEALTH ADVISORS", "url": "https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669", "city": "Red Bank", "state": "NJ", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 342763, "name": "Wick", "name_as_filed": "WICK", "url": "https://advisorcensus.com/firm/wick-union-city-nj-342763", "city": "Union City", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "subscription", "fixed" ], "enhanced": false }, { "crd_number": 128916, "name": "William Edward Durnan", "name_as_filed": "WILLIAM EDWARD DURNAN", "url": "https://advisorcensus.com/firm/william-edward-durnan-far-hills-nj-128916", "city": "Far Hills", "state": "NJ", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 158332, "name": "Withum Wealth Management", "name_as_filed": "WITHUM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332", "city": "Red Bank", "state": "NJ", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105599, "name": "Wright Asset Management Inc", "name_as_filed": "WRIGHT ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/wright-asset-management-inc-manasquan-nj-105599", "city": "Manasquan", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341180, "name": "Wright Financial Advisory LLC", "name_as_filed": "WRIGHT FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286311, "name": "Wright Investment Partners LLC", "name_as_filed": "WRIGHT INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/wright-investment-partners-llc-colonia-nj-286311", "city": "Colonia", "state": "NJ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152793, "name": "Xpotential Inc.", "name_as_filed": "XPOTENTIAL INC.", "url": "https://advisorcensus.com/firm/xpotential-inc-short-hills-nj-152793", "city": "Short Hills", "state": "NJ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330087, "name": "YIN Financial Planning", "name_as_filed": "YIN FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/yin-financial-planning-330087", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 327433, "name": 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