{
  "path": "/advisors/nj/flat-fee",
  "url": "https://advisorcensus.com/advisors/nj/flat-fee/page/9",
  "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": "Find financial advisors in New Jersey who charge a fixed fee. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "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": 9,
  "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": 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": 317291,
      "name": "The Wealth Boutique",
      "name_as_filed": "THE WEALTH BOUTIQUE",
      "url": "https://advisorcensus.com/firm/the-wealth-boutique-chester-nj-317291",
      "city": "Chester",
      "state": "NJ",
      "years_registered": 2,
      "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": 129384,
      "name": "Titan Financial Services, LLC",
      "name_as_filed": "TITAN FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384",
      "city": "Emerson",
      "state": "NJ",
      "years_registered": 27,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282938,
      "name": "TJW Fiduciary Plan Consultants, LLC",
      "name_as_filed": "TJW FIDUCIARY PLAN CONSULTANTS, LLC",
      "url": "https://advisorcensus.com/firm/tjw-fiduciary-plan-consultants-llc-red-bank-nj-282938",
      "city": "Red Bank",
      "state": "NJ",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324156,
      "name": "TKG Wealth Advisers LLC",
      "name_as_filed": "TKG WEALTH ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156",
      "city": "Cranford",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111052,
      "name": "TLG Advisors, Inc.",
      "name_as_filed": "TLG ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052",
      "city": "Summit",
      "state": "NJ",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340227,
      "name": "Tomoro",
      "name_as_filed": "TOMORO",
      "url": "https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227",
      "city": "Colts Neck",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 298056,
      "name": "Tranquilli Financial Advisor, LLC",
      "name_as_filed": "TRANQUILLI FINANCIAL ADVISOR, LLC",
      "url": "https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056",
      "city": "Clinton",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299723,
      "name": "Transcend Capital Advisors, LLC",
      "name_as_filed": "TRANSCEND CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/transcend-capital-advisors-llc-madison-nj-299723",
      "city": "Madison",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335286,
      "name": "Transparent Wealth Solutions",
      "name_as_filed": "TRANSPARENT WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/transparent-wealth-solutions-335286",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "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": 319493,
      "name": "TSG Alpha Partners, LLC",
      "name_as_filed": "TSG ALPHA PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/tsg-alpha-partners-llc-old-bridge-nj-319493",
      "city": "Old Bridge",
      "state": "NJ",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131889,
      "name": "TSP Capital Management Group, LLC",
      "name_as_filed": "TSP CAPITAL MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889",
      "city": "Summit",
      "state": "NJ",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 8174,
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "url": "https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174",
      "city": "Weehawken",
      "state": "NJ",
      "years_registered": 55,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "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": 327031,
      "name": "United Success Wealth Management",
      "name_as_filed": "UNITED SUCCESS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/united-success-wealth-management-chatham-nj-327031",
      "city": "Chatham",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313253,
      "name": "Unlimited Capital Advisors LLC",
      "name_as_filed": "UNLIMITED CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/unlimited-capital-advisors-llc-sommerville-nj-313253",
      "city": "Sommerville",
      "state": "NJ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124526,
      "name": "Varbeco Wealth Management, LLC",
      "name_as_filed": "VARBECO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/varbeco-wealth-management-llc-colts-neck-nj-124526",
      "city": "Colts Neck",
      "state": "NJ",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 18826,
      "name": "Vaughan and Company Securities, Inc.",
      "name_as_filed": "VAUGHAN AND COMPANY SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/vaughan-and-company-securities-inc-ridgewood-nj-18826",
      "city": "Ridgewood",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343426,
      "name": "Vici Advisors LLC",
      "name_as_filed": "VICI ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/vici-advisors-llc-343426",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107203,
      "name": "Victory Wealth Partners",
      "name_as_filed": "VICTORY WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/victory-wealth-partners-mullica-hill-nj-107203",
      "city": "Mullica Hill",
      "state": "NJ",
      "years_registered": 36,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332536,
      "name": "Virtus Wealth Solutions",
      "name_as_filed": "VIRTUS WEALTH SOLUTIONS",
      "url": "https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536",
      "city": "Cranford",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173064,
      "name": "Vision Retirement",
      "name_as_filed": "VISION RETIREMENT",
      "url": "https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064",
      "city": "Ridgewood",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 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": 117606,
      "name": "Wealth Management Associates, Inc.",
      "name_as_filed": "WEALTH MANAGEMENT ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606",
      "city": "Cherry Hill",
      "state": "NJ",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282967,
      "name": "Wealth Quarterback LLC",
      "name_as_filed": "WEALTH QUARTERBACK LLC",
      "url": "https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967",
      "city": "Toms River",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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
    },
    {
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      "name_as_filed": "WOLOSHIN INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/woloshin-investment-management-llc-medford-nj-132346",
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    {
      "crd_number": 341180,
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      "name_as_filed": "WRIGHT FINANCIAL ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180",
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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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}