{
  "path": "/advisors/nj/trenton/fee-only",
  "url": "https://advisorcensus.com/advisors/nj/trenton/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Trenton, NJ",
  "filters": {},
  "scope_total": 25,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Trenton, NJ?",
      "a": "AdvisorCensus lists 69 investment advisory firms with a principal office in the Trenton metro area, from Form ADV filings as of October 2026: 37 SEC-registered, 26 state-registered, and 6 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 Trenton, NJ?",
      "a": "25 of the 69 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 Trenton, NJ offer financial planning?",
      "a": "30 of the 63 firms in Trenton, NJ 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 Trenton, NJ 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 25 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 25 investment advisory firms with a principal office in the Trenton metro area 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": "Trenton has 69 investment advisory firms with a principal office in the metro area as of October 2026: 37 SEC-registered, 26 state-registered, and 6 exempt reporting advisers. 25 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 23 report under $100 million in regulatory assets under management. The metro area has 144,114 households, 30,633 of them with income of $200,000 or more, or 444 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Trenton, NJ: 25 firms from Form ADV filings as of October 2026.",
  "total_firms": 25,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 8,
    "state": 17,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 25
    },
    {
      "code": "percentage_of_aum",
      "count": 19
    },
    {
      "code": "hourly",
      "count": 14
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 17
    },
    {
      "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": 7
    },
    {
      "code": "5_to_9",
      "count": 4
    },
    {
      "code": "10_to_19",
      "count": 9
    },
    {
      "code": "20_plus",
      "count": 5
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 6
    },
    {
      "code": "100m_500m",
      "count": 5
    },
    {
      "code": "500m_1b",
      "count": 1
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "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": 113832,
      "name": "Altman Investment Management LLC",
      "name_as_filed": "ALTMAN INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/altman-investment-management-llc-princeton-nj-113832",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335574,
      "name": "Ansonia Capital Advisors LLC",
      "name_as_filed": "ANSONIA CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ansonia-capital-advisors-llc-princeton-nj-335574",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297072,
      "name": "Berunda Capital Management",
      "name_as_filed": "BERUNDA CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117644,
      "name": "Brennan Financial Group, LLC",
      "name_as_filed": "BRENNAN FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330024,
      "name": "Carnegie Lake Advisors LLC",
      "name_as_filed": "CARNEGIE LAKE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/carnegie-lake-advisors-llc-princeton-nj-330024",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109066,
      "name": "Curcio Webb LLC",
      "name_as_filed": "CURCIO WEBB LLC",
      "url": "https://advisorcensus.com/firm/curcio-webb-llc-lawrenceville-nj-109066",
      "city": "Lawrenceville",
      "state": "NJ",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129677,
      "name": "Donald J. Bugdal & Associates",
      "name_as_filed": "DONALD J. BUGDAL & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/donald-j-bugdal-and-associates-mercerville-nj-129677",
      "city": "Mercerville",
      "state": "NJ",
      "years_registered": 43,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 228786,
      "name": "Endowbridge Capital, LLC",
      "name_as_filed": "ENDOWBRIDGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 11310,
      "name": "Hamilton & Company",
      "name_as_filed": "HAMILTON & COMPANY",
      "url": "https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299108,
      "name": "Iengage Asset Management LLC",
      "name_as_filed": "IENGAGE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/iengage-asset-management-llc-princeton-nj-299108",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131409,
      "name": "Jantorno Financial Advisors, LLC",
      "name_as_filed": "JANTORNO FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289816,
      "name": "KDT Advisors, LLC",
      "name_as_filed": "KDT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130538,
      "name": "Northwest Criterion Asset Management, L.L.C.",
      "name_as_filed": "NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166539,
      "name": "Novi Wealth Partners",
      "name_as_filed": "NOVI WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141057,
      "name": "Omnivest Group LLC",
      "name_as_filed": "OMNIVEST GROUP LLC",
      "url": "https://advisorcensus.com/firm/omnivest-group-llc-princeton-nj-141057",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148682,
      "name": "Pandolfo Capital, LLC",
      "name_as_filed": "PANDOLFO CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/pandolfo-capital-llc-robbinsville-nj-148682",
      "city": "Robbinsville",
      "state": "NJ",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147693,
      "name": "Retiresmart Consulting, LLC.",
      "name_as_filed": "RETIRESMART CONSULTING, LLC.",
      "url": "https://advisorcensus.com/firm/retiresmart-consulting-llc-princeton-nj-147693",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133604,
      "name": "Roche Financial Partners LLC",
      "name_as_filed": "ROCHE FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/roche-financial-partners-llc-princeton-nj-133604",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148083,
      "name": "Roundview Capital, LLC",
      "name_as_filed": "ROUNDVIEW CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/roundview-capital-llc-princeton-nj-148083",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158074,
      "name": "Songbird Capital, LLC",
      "name_as_filed": "SONGBIRD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074",
      "city": "Princeton",
      "state": "NJ",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 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": 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
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nj",
      "label": "Financial advisors in New Jersey"
    },
    "metro": {
      "path": "/advisors/nj/trenton",
      "label": "Financial advisors in Trenton, NJ"
    },
    "city_pages": [
      {
        "path": "/advisors/nj/trenton/princeton",
        "label": "Financial advisors in Princeton, NJ",
        "firm_count": 57
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/nj/trenton/flat-fee",
        "label": "Flat-fee financial advisors in Trenton, NJ",
        "firm_count": 39
      },
      {
        "path": "/advisors/nj/trenton/hourly",
        "label": "Hourly financial advisors in Trenton, NJ",
        "firm_count": 22
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/nj/trenton/airline-pilots",
        "firm_count": 1,
        "label": "Financial advisors for airline pilots in Trenton, NJ"
      },
      {
        "path": "/advisors/nj/trenton/young-professionals",
        "firm_count": 1,
        "label": "Financial advisors for young professionals in Trenton, NJ"
      }
    ],
    "state_fee": {
      "path": "/advisors/nj/fee-only",
      "label": "Fee-only financial advisors in New Jersey"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "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"
  }
}