{
  "path": "/advisors/nj/flat-fee",
  "url": "https://advisorcensus.com/advisors/nj/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in New Jersey",
  "filters": {},
  "scope_total": 453,
  "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 453 investment advisory firms with a principal office in New Jersey that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in New Jersey: 453 firms from Form ADV filings as of October 2026.",
  "total_firms": 453,
  "page": 1,
  "total_pages": 10,
  "sort": "name",
  "registration_types": {
    "sec": 223,
    "state": 230,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 160
    },
    {
      "code": "percentage_of_aum",
      "count": 383
    },
    {
      "code": "hourly",
      "count": 272
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 453
    },
    {
      "code": "commissions",
      "count": 22
    },
    {
      "code": "performance_based",
      "count": 41
    },
    {
      "code": "other",
      "count": 57
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 158
    },
    {
      "code": "5_to_9",
      "count": 105
    },
    {
      "code": "10_to_19",
      "count": 110
    },
    {
      "code": "20_plus",
      "count": 79
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 99
    },
    {
      "code": "25m_100m",
      "count": 74
    },
    {
      "code": "100m_500m",
      "count": 123
    },
    {
      "code": "500m_1b",
      "count": 39
    },
    {
      "code": "1b_5b",
      "count": 32
    },
    {
      "code": "over_5b",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 67
    }
  ],
  "firms": [
    {
      "crd_number": 134180,
      "name": "1-800-401K Plan.com, LLC",
      "name_as_filed": "1-800-401K PLAN.COM, LLC",
      "url": "https://advisorcensus.com/firm/1-800-401k-plan-com-llc-134180",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124288,
      "name": "191 Godwin Associates, Inc. D/B/A Godwin Capital Management",
      "name_as_filed": "191 GODWIN ASSOCIATES, INC. D/B/A GODWIN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288",
      "city": "Wyckoff",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310590,
      "name": "3I Wealth Management LLC",
      "name_as_filed": "3I WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/3i-wealth-management-llc-fairfield-nj-310590",
      "city": "Fairfield",
      "state": "NJ",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284213,
      "name": "5C Capital Management, LLC",
      "name_as_filed": "5C CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/5c-capital-management-llc-woodcliff-lake-nj-284213",
      "city": "Woodcliff Lake",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175256,
      "name": "65 and Sunny! Registered Investment Advisors, LLC",
      "name_as_filed": "65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/65-and-sunny-registered-investment-advisors-llc-hampton-nj-175256",
      "city": "Hampton",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298085,
      "name": "Able Wealth Management LLC",
      "name_as_filed": "ABLE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085",
      "city": "Toms River",
      "state": "NJ",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112973,
      "name": "Access Wealth",
      "name_as_filed": "ACCESS WEALTH",
      "url": "https://advisorcensus.com/firm/access-wealth-east-hanover-nj-112973",
      "city": "East Hanover",
      "state": "NJ",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299544,
      "name": "Accretive Wealth Partners, LLC",
      "name_as_filed": "ACCRETIVE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/accretive-wealth-partners-llc-parsippany-nj-299544",
      "city": "Parsippany",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340572,
      "name": "Acorn Asset Management LLC",
      "name_as_filed": "ACORN ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286555,
      "name": "ADP Strategic Plan Services, LLC",
      "name_as_filed": "ADP STRATEGIC PLAN SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555",
      "city": "Roseland",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337444,
      "name": "Advice to Thrive",
      "name_as_filed": "ADVICE TO THRIVE",
      "url": "https://advisorcensus.com/firm/advice-to-thrive-337444",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308198,
      "name": "Adviso Wealth",
      "name_as_filed": "ADVISO WEALTH",
      "url": "https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112266,
      "name": "Advisors Capital Management, LLC",
      "name_as_filed": "ADVISORS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266",
      "city": "Ridgewood",
      "state": "NJ",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310360,
      "name": "AEM Asset Management, LLC",
      "name_as_filed": "AEM ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aem-asset-management-llc-somerset-nj-310360",
      "city": "Somerset",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312385,
      "name": "Ahara Advisors",
      "name_as_filed": "AHARA ADVISORS",
      "url": "https://advisorcensus.com/firm/ahara-advisors-jersey-city-nj-312385",
      "city": "Jersey City",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157714,
      "name": "Alexander Capital Wealth Management LLC",
      "name_as_filed": "ALEXANDER CAPITAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/alexander-capital-wealth-management-llc-red-bank-nj-157714",
      "city": "Red Bank",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336638,
      "name": "Align Advisor Group, LLC",
      "name_as_filed": "ALIGN ADVISOR GROUP, LLC",
      "url": "https://advisorcensus.com/firm/align-advisor-group-llc-vineland-nj-336638",
      "city": "Vineland",
      "state": "NJ",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329945,
      "name": "Align Financial Solutions",
      "name_as_filed": "ALIGN FINANCIAL SOLUTIONS",
      "url": "https://advisorcensus.com/firm/align-financial-solutions-hoboken-nj-329945",
      "city": "Hoboken",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340264,
      "name": "Aliya Financial",
      "name_as_filed": "ALIYA FINANCIAL",
      "url": "https://advisorcensus.com/firm/aliya-financial-340264",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128962,
      "name": "Aljen Asset Management LLC",
      "name_as_filed": "ALJEN ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/aljen-asset-management-llc-cedar-knolls-nj-128962",
      "city": "Cedar Knolls",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169573,
      "name": "Alliance Wealth Management Group, LLC",
      "name_as_filed": "ALLIANCE WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/alliance-wealth-management-group-llc-flemington-nj-169573",
      "city": "Flemington",
      "state": "NJ",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339331,
      "name": "Alterra",
      "name_as_filed": "ALTERRA",
      "url": "https://advisorcensus.com/firm/alterra-339331",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170408,
      "name": "Amadeus Wealth Alternatives, Inc.",
      "name_as_filed": "AMADEUS WEALTH ALTERNATIVES, INC.",
      "url": "https://advisorcensus.com/firm/amadeus-wealth-alternatives-inc-hackensack-nj-170408",
      "city": "Hackensack",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325953,
      "name": "Amber Wealth Advisors, LLC",
      "name_as_filed": "AMBER WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/amber-wealth-advisors-llc-325953",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129318,
      "name": "Ambrozy & Associates, Inc.",
      "name_as_filed": "AMBROZY & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/ambrozy-and-associates-inc-spring-lake-nj-129318",
      "city": "Spring Lake",
      "state": "NJ",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339633,
      "name": "AMD Wealth Management LLC",
      "name_as_filed": "AMD WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/amd-wealth-management-llc-branchburg-nj-339633",
      "city": "Branchburg",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336537,
      "name": "Anchored Financial Planning LLC",
      "name_as_filed": "ANCHORED FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537",
      "city": "West Deptford",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122026,
      "name": "Anthony J. Orlando Inc.",
      "name_as_filed": "ANTHONY J. ORLANDO INC.",
      "url": "https://advisorcensus.com/firm/anthony-j-orlando-inc-oradell-nj-122026",
      "city": "Oradell",
      "state": "NJ",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167490,
      "name": "Apostolic Financial Advisors, LLC",
      "name_as_filed": "APOSTOLIC FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/apostolic-financial-advisors-llc-saddle-river-nj-167490",
      "city": "Saddle River",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145291,
      "name": "Arpp",
      "name_as_filed": "ARPP",
      "url": "https://advisorcensus.com/firm/arpp-freehold-nj-145291",
      "city": "Freehold",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173223,
      "name": "Arrington Financial Advisors, LLC",
      "name_as_filed": "ARRINGTON FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/arrington-financial-advisors-llc-173223",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319184,
      "name": "Artemis Wealth Advisors",
      "name_as_filed": "ARTEMIS WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/artemis-wealth-advisors-flemington-nj-319184",
      "city": "Flemington",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337996,
      "name": "Artistic Wealth",
      "name_as_filed": "ARTISTIC WEALTH",
      "url": "https://advisorcensus.com/firm/artistic-wealth-337996",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341797,
      "name": "Ascent Physician Wealth LLC",
      "name_as_filed": "ASCENT PHYSICIAN WEALTH LLC",
      "url": "https://advisorcensus.com/firm/ascent-physician-wealth-llc-341797",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106618,
      "name": "Asset Advisory Group, Inc.",
      "name_as_filed": "ASSET ADVISORY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618",
      "city": "Kinnelon",
      "state": "NJ",
      "years_registered": 32,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
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      "name_as_filed": "ASTRA WEALTH PARTNERS",
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    {
      "crd_number": 148582,
      "name": "Bautis Financial, LLC",
      "name_as_filed": "BAUTIS FINANCIAL, LLC",
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      "city": "Montclair",
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    {
      "crd_number": 142982,
      "name": "BC Advisors, LLC",
      "name_as_filed": "BC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bc-advisors-llc-mt-laurel-nj-142982",
      "city": "Mt. Laurel",
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    {
      "crd_number": 70,
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      "name_as_filed": "BCG SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/bcg-securities-inc-cherry-hill-nj-70",
      "city": "Cherry Hill",
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    {
      "crd_number": 285329,
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      "name_as_filed": "BEACON HILL PRIVATE WEALTH LLC",
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    {
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    {
      "crd_number": 111188,
      "name": "Bellwether Consulting LLC",
      "name_as_filed": "BELLWETHER CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/bellwether-consulting-llc-millburn-nj-111188",
      "city": "Millburn",
      "state": "NJ",
      "years_registered": 25,
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      "url": "https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424",
      "city": "Princeton",
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      "url": "https://advisorcensus.com/firm/black-coral-financial-advisors-llc-mount-olive-nj-154623",
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  },
  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}