# Flat-fee financial advisors in New Jersey

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nj/flat-fee/page/9

## At a glance

- Investment advisory firms: 453
- Registration: SEC-registered investment adviser: 223, State-registered investment adviser: 230
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 160 (35%); Percentage of assets 383 (85%); Hourly charges 272 (60%); Subscription fees (newsletter or periodical) 7 (2%); Fixed fees 453 (100%); Commissions 22 (5%); Performance-based fees 41 (9%); Other 57 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 99 (22%); $25 million to $100 million 74 (16%); $100 million to $500 million 123 (27%); $500 million to $1 billion 39 (9%); $1 billion to $5 billion 32 (7%); Over $5 billion 19 (4%); Not reported 67 (15%)
- Years registered: Under 5 years 158 (35%); 5 to 9 years 105 (23%); 10 to 19 years 110 (24%); 20 years or more 79 (17%); Not reported 1 (0%)

## Firms (page 9 of 10, 401 to 450 of 453, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Investment Connection LLC](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533) ([md](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533.md)) | 171533 | Bridgewater, NJ | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [The Wealth Boutique](https://advisorcensus.com/firm/the-wealth-boutique-chester-nj-317291) ([md](https://advisorcensus.com/firm/the-wealth-boutique-chester-nj-317291.md)) | 317291 | Chester, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Tilson Financial Group Inc](https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890) ([md](https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890.md)) | 110890 | New Providence, NJ | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Titan Financial Services, LLC](https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384) ([md](https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384.md)) | 129384 | Emerson, NJ | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee, Commissions |
| [TJW Fiduciary Plan Consultants, LLC](https://advisorcensus.com/firm/tjw-fiduciary-plan-consultants-llc-red-bank-nj-282938) ([md](https://advisorcensus.com/firm/tjw-fiduciary-plan-consultants-llc-red-bank-nj-282938.md)) | 282938 | Red Bank, NJ | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [TKG Wealth Advisers LLC](https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156) ([md](https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156.md)) | 324156 | Cranford, NJ | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [TLG Advisors, Inc.](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052) ([md](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052.md)) | 111052 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Tomoro](https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227) ([md](https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227.md)) | 340227 | Colts Neck, NJ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [TPK Advisors LLC](https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633) ([md](https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633.md)) | 152633 | Edgewater, NJ | State-registered investment adviser | Under $25 million | 16 | % of assets, Fixed fee |
| [Tranquilli Financial Advisor, LLC](https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056) ([md](https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056.md)) | 298056 | Clinton, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Transcend Capital Advisors, LLC](https://advisorcensus.com/firm/transcend-capital-advisors-llc-madison-nj-299723) ([md](https://advisorcensus.com/firm/transcend-capital-advisors-llc-madison-nj-299723.md)) | 299723 | Madison, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Transparent Wealth Solutions](https://advisorcensus.com/firm/transparent-wealth-solutions-335286) ([md](https://advisorcensus.com/firm/transparent-wealth-solutions-335286.md)) | 335286 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Treesa Financial Planning, LLC](https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288) ([md](https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288.md)) | 165288 | Closter, NJ | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [True North Financial Services, LLC](https://advisorcensus.com/firm/true-north-financial-services-llc-292061) ([md](https://advisorcensus.com/firm/true-north-financial-services-llc-292061.md)) | 292061 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Truestar Financial Partners](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223) ([md](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223.md)) | 336223 | Marlton, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [TSG Alpha Partners, LLC](https://advisorcensus.com/firm/tsg-alpha-partners-llc-old-bridge-nj-319493) ([md](https://advisorcensus.com/firm/tsg-alpha-partners-llc-old-bridge-nj-319493.md)) | 319493 | Old Bridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [TSP Capital Management Group, LLC](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889) ([md](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889.md)) | 131889 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee, Performance fee |
| [UBS Financial Services Inc.](https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174) ([md](https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174.md)) | 8174 | Weehawken, NJ | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Unique Financial Advisors LLC](https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124) ([md](https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124.md)) | 174124 | Holmdel, NJ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [United Success Wealth Management](https://advisorcensus.com/firm/united-success-wealth-management-chatham-nj-327031) ([md](https://advisorcensus.com/firm/united-success-wealth-management-chatham-nj-327031.md)) | 327031 | Chatham, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Unlimited Capital Advisors LLC](https://advisorcensus.com/firm/unlimited-capital-advisors-llc-sommerville-nj-313253) ([md](https://advisorcensus.com/firm/unlimited-capital-advisors-llc-sommerville-nj-313253.md)) | 313253 | Sommerville, NJ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Varbeco Wealth Management, LLC](https://advisorcensus.com/firm/varbeco-wealth-management-llc-colts-neck-nj-124526) ([md](https://advisorcensus.com/firm/varbeco-wealth-management-llc-colts-neck-nj-124526.md)) | 124526 | Colts Neck, NJ | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Vaughan and Company Securities, Inc.](https://advisorcensus.com/firm/vaughan-and-company-securities-inc-ridgewood-nj-18826) ([md](https://advisorcensus.com/firm/vaughan-and-company-securities-inc-ridgewood-nj-18826.md)) | 18826 | Ridgewood, NJ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee, Other |
| [Vici Advisors LLC](https://advisorcensus.com/firm/vici-advisors-llc-343426) ([md](https://advisorcensus.com/firm/vici-advisors-llc-343426.md)) | 343426 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Fixed fee, Other |
| [Victory Wealth Partners](https://advisorcensus.com/firm/victory-wealth-partners-mullica-hill-nj-107203) ([md](https://advisorcensus.com/firm/victory-wealth-partners-mullica-hill-nj-107203.md)) | 107203 | Mullica Hill, NJ | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Hourly, Fixed fee |
| [Virtus Wealth Solutions](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536) ([md](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536.md)) | 332536 | Cranford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Vision Retirement](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064) ([md](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064.md)) | 173064 | Ridgewood, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee, Other |
| [Viso Wealth Management LLC](https://advisorcensus.com/firm/viso-wealth-management-llc-336227) ([md](https://advisorcensus.com/firm/viso-wealth-management-llc-336227.md)) | 336227 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Volpe Investments LLC](https://advisorcensus.com/firm/volpe-investments-llc-cranford-nj-340047) ([md](https://advisorcensus.com/firm/volpe-investments-llc-cranford-nj-340047.md)) | 340047 | Cranford, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Wavelet Advisors](https://advisorcensus.com/firm/wavelet-advisors-saddle-river-nj-328272) ([md](https://advisorcensus.com/firm/wavelet-advisors-saddle-river-nj-328272.md)) | 328272 | Saddle River, NJ | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Wealth Management Associates, Inc.](https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606) ([md](https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606.md)) | 117606 | Cherry Hill, NJ | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Other |
| [Wealth Quarterback LLC](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967) ([md](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967.md)) | 282967 | Toms River, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Wealthness LLC](https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675) ([md](https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675.md)) | 298675 | Boonton, NJ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Webb Financial Planning LLC](https://advisorcensus.com/firm/webb-financial-planning-llc-haddon-heights-nj-126422) ([md](https://advisorcensus.com/firm/webb-financial-planning-llc-haddon-heights-nj-126422.md)) | 126422 | Haddon Heights, NJ | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Weingarten Associates, L.L.C.](https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718) ([md](https://advisorcensus.com/firm/weingarten-associates-l-l-c-lawrenceville-nj-127718.md)) | 127718 | Lawrenceville, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | Hourly, Fixed fee |
| [Westfield Wealth Management, LLC](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421) ([md](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421.md)) | 125421 | Cranford, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Westmount Capital Group LLC](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303) ([md](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303.md)) | 339303 | Summit, NJ | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Westpeak Financial](https://advisorcensus.com/firm/westpeak-financial-329594) ([md](https://advisorcensus.com/firm/westpeak-financial-329594.md)) | 329594 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Westport Advisory](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749) ([md](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749.md)) | 340749 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Whealth Advisors](https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669) ([md](https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669.md)) | 304669 | Red Bank, NJ | State-registered investment adviser | $25 million to $100 million | 7 | Fixed fee |
| [White Knight Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098) ([md](https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098.md)) | 302098 | Lawrenceville, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee, Performance fee |
| [Wick](https://advisorcensus.com/firm/wick-union-city-nj-342763) ([md](https://advisorcensus.com/firm/wick-union-city-nj-342763.md)) | 342763 | Union City, NJ | SEC-registered investment adviser | Under $25 million | 0 | Subscription, Fixed fee |
| [Withum Wealth Management](https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332) ([md](https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332.md)) | 158332 | Red Bank, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Woloshin Investment Management, LLC](https://advisorcensus.com/firm/woloshin-investment-management-llc-medford-nj-132346) ([md](https://advisorcensus.com/firm/woloshin-investment-management-llc-medford-nj-132346.md)) | 132346 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [World Investment Advisors, LLC](https://advisorcensus.com/firm/world-investment-advisors-llc-lincroft-nj-208512) ([md](https://advisorcensus.com/firm/world-investment-advisors-llc-lincroft-nj-208512.md)) | 208512 | Lincroft, NJ | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [WP Asset Management](https://advisorcensus.com/firm/wp-asset-management-bedminster-nj-279034) ([md](https://advisorcensus.com/firm/wp-asset-management-bedminster-nj-279034.md)) | 279034 | Bedminster, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |
| [Wright Financial Advisory LLC](https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180) ([md](https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180.md)) | 341180 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Wrought Financial Planning](https://advisorcensus.com/firm/wrought-financial-planning-haddonfield-nj-314597) ([md](https://advisorcensus.com/firm/wrought-financial-planning-haddonfield-nj-314597.md)) | 314597 | Haddonfield, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Yaish Financial](https://advisorcensus.com/firm/yaish-financial-bergenfield-nj-269856) ([md](https://advisorcensus.com/firm/yaish-financial-bergenfield-nj-269856.md)) | 269856 | Bergenfield, NJ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [YIN Financial Planning](https://advisorcensus.com/firm/yin-financial-planning-330087) ([md](https://advisorcensus.com/firm/yin-financial-planning-330087.md)) | 330087 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in New Jersey?**
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.

**How many fee-only financial advisors are in New Jersey?**
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.

**How many financial advisors in New Jersey offer financial planning?**
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.

**Are the financial advisors in New Jersey fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in New Jersey](https://advisorcensus.com/advisors/nj) (https://advisorcensus.com/advisors/nj.md)
- [Fee-only financial advisors in New Jersey](https://advisorcensus.com/advisors/nj/fee-only) (https://advisorcensus.com/advisors/nj/fee-only.md)
- [Hourly financial advisors in New Jersey](https://advisorcensus.com/advisors/nj/hourly) (https://advisorcensus.com/advisors/nj/hourly.md)
- [Flat-fee financial advisors in Trenton, NJ](https://advisorcensus.com/advisors/nj/trenton/flat-fee) (https://advisorcensus.com/advisors/nj/trenton/flat-fee.md)
- [Flat-fee financial advisors in Atlantic City, NJ](https://advisorcensus.com/advisors/nj/atlantic-city/flat-fee) (https://advisorcensus.com/advisors/nj/atlantic-city/flat-fee.md)
- [Flat-fee financial advisors in Vineland, NJ](https://advisorcensus.com/advisors/nj/vineland/flat-fee) (https://advisorcensus.com/advisors/nj/vineland/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in New Jersey: 453 firms from Form ADV filings as of October 2026.