# Flat-fee financial advisors in Trenton, NJ

> AdvisorCensus lists 39 investment advisory firms with a principal office in the Trenton metro area 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nj/trenton/flat-fee

## At a glance

- Investment advisory firms: 39
- Registration: SEC-registered investment adviser: 24, State-registered investment adviser: 15
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 17 (44%); Percentage of assets 32 (82%); Hourly charges 21 (54%); Fixed fees 39 (100%); Performance-based fees 7 (18%); Other 2 (5%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (13%); $25 million to $100 million 10 (26%); $100 million to $500 million 11 (28%); $500 million to $1 billion 4 (10%); $1 billion to $5 billion 2 (5%); Over $5 billion 2 (5%); Not reported 5 (13%)
- Years registered: Under 5 years 10 (26%); 5 to 9 years 8 (21%); 10 to 19 years 13 (33%); 20 years or more 8 (21%)

## Firms (page 1 of 1, 1 to 39 of 39, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Acorn Asset Management LLC](https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572) ([md](https://advisorcensus.com/firm/acorn-asset-management-llc-princeton-nj-340572.md)) | 340572 | Princeton, NJ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Adviso Wealth](https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198) ([md](https://advisorcensus.com/firm/adviso-wealth-princeton-nj-308198.md)) | 308198 | Princeton, NJ | State-registered investment adviser | Under $25 million | 6 | Hourly, Fixed fee |
| [Bergamot Asset Management LP](https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424) ([md](https://advisorcensus.com/firm/bergamot-asset-management-lp-princeton-nj-309424.md)) | 309424 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Performance fee |
| [Berunda Capital Management](https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072) ([md](https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072.md)) | 297072 | Princeton, NJ | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Blackrock Investment Management, LLC](https://advisorcensus.com/firm/blackrock-investment-management-llc-princeton-nj-108928) ([md](https://advisorcensus.com/firm/blackrock-investment-management-llc-princeton-nj-108928.md)) | 108928 | Princeton, NJ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Brennan Financial Group, LLC](https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644) ([md](https://advisorcensus.com/firm/brennan-financial-group-llc-princeton-nj-117644.md)) | 117644 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Certified Wealth Management & Investment LLC](https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924) ([md](https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924.md)) | 165924 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Concord Advisory Group Ltd](https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291) ([md](https://advisorcensus.com/firm/concord-advisory-group-ltd-princeton-nj-107291.md)) | 107291 | Princeton, NJ | SEC-registered investment adviser | Over $5 billion | 35 | Fixed fee, Other |
| [Curcio Webb LLC](https://advisorcensus.com/firm/curcio-webb-llc-lawrenceville-nj-109066) ([md](https://advisorcensus.com/firm/curcio-webb-llc-lawrenceville-nj-109066.md)) | 109066 | Lawrenceville, NJ | SEC-registered investment adviser | Not reported | 27 | Hourly, Fixed fee |
| [Dumont & Blake Investment Advisors LLC](https://advisorcensus.com/firm/dumont-and-blake-investment-advisors-llc-princeton-nj-109318) ([md](https://advisorcensus.com/firm/dumont-and-blake-investment-advisors-llc-princeton-nj-109318.md)) | 109318 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Fixed fee |
| [EKS Associates](https://advisorcensus.com/firm/eks-associates-princeton-nj-169687) ([md](https://advisorcensus.com/firm/eks-associates-princeton-nj-169687.md)) | 169687 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Endowbridge Capital, LLC](https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786) ([md](https://advisorcensus.com/firm/endowbridge-capital-llc-princeton-nj-228786.md)) | 228786 | Princeton, NJ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Flight Line Financial, LLC](https://advisorcensus.com/firm/flight-line-financial-llc-princeton-nj-169289) ([md](https://advisorcensus.com/firm/flight-line-financial-llc-princeton-nj-169289.md)) | 169289 | Princeton, NJ | SEC-registered investment adviser | Not reported | 0 | Fixed fee, Other |
| [Halberstadt Financial Consultants Inc](https://advisorcensus.com/firm/halberstadt-financial-consultants-inc-princeton-nj-109462) ([md](https://advisorcensus.com/firm/halberstadt-financial-consultants-inc-princeton-nj-109462.md)) | 109462 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Hamilton & Company](https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310) ([md](https://advisorcensus.com/firm/hamilton-and-company-princeton-nj-11310.md)) | 11310 | Princeton, NJ | State-registered investment adviser | Not reported | 14 | % of assets, Fixed fee |
| [Integrous Wealth Strategies](https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613) ([md](https://advisorcensus.com/firm/integrous-wealth-strategies-hamilton-nj-340613.md)) | 340613 | Hamilton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Jantorno Financial Advisors, LLC](https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409) ([md](https://advisorcensus.com/firm/jantorno-financial-advisors-llc-princeton-nj-131409.md)) | 131409 | Princeton, NJ | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [K R Financial LLC](https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282) ([md](https://advisorcensus.com/firm/k-r-financial-llc-princeton-nj-111282.md)) | 111282 | Princeton, NJ | SEC-registered investment adviser | $25 million to $100 million | 27 | % of assets, Fixed fee |
| [KDT Advisors, LLC](https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816) ([md](https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816.md)) | 289816 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Kubhera Enterprises LLC](https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619) ([md](https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619.md)) | 151619 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Performance fee |
| [Landseer Advisors LLC](https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937) ([md](https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937.md)) | 309937 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Performance fee |
| [Millstone Financial Group](https://advisorcensus.com/firm/millstone-financial-group-princeton-nj-297882) ([md](https://advisorcensus.com/firm/millstone-financial-group-princeton-nj-297882.md)) | 297882 | Princeton, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Northwest Criterion Asset Management, L.L.C.](https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538) ([md](https://advisorcensus.com/firm/northwest-criterion-asset-management-l-l-c-princeton-nj-130538.md)) | 130538 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Novi Wealth Partners](https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539) ([md](https://advisorcensus.com/firm/novi-wealth-partners-princeton-nj-166539.md)) | 166539 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Omnivest Group LLC](https://advisorcensus.com/firm/omnivest-group-llc-princeton-nj-141057) ([md](https://advisorcensus.com/firm/omnivest-group-llc-princeton-nj-141057.md)) | 141057 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Palante Wealth Advisors, LLC](https://advisorcensus.com/firm/palante-wealth-advisors-llc-pennington-nj-175298) ([md](https://advisorcensus.com/firm/palante-wealth-advisors-llc-pennington-nj-175298.md)) | 175298 | Pennington, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Personal Wealth Strategies](https://advisorcensus.com/firm/personal-wealth-strategies-hamilton-nj-344140) ([md](https://advisorcensus.com/firm/personal-wealth-strategies-hamilton-nj-344140.md)) | 344140 | Hamilton, NJ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Princeton Global Asset Management LLC](https://advisorcensus.com/firm/princeton-global-asset-management-llc-princeton-nj-146644) ([md](https://advisorcensus.com/firm/princeton-global-asset-management-llc-princeton-nj-146644.md)) | 146644 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [Retiresmart Consulting, LLC.](https://advisorcensus.com/firm/retiresmart-consulting-llc-princeton-nj-147693) ([md](https://advisorcensus.com/firm/retiresmart-consulting-llc-princeton-nj-147693.md)) | 147693 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [River Investment Corp](https://advisorcensus.com/firm/river-investment-corp-princeton-nj-122637) ([md](https://advisorcensus.com/firm/river-investment-corp-princeton-nj-122637.md)) | 122637 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Roche Financial Partners LLC](https://advisorcensus.com/firm/roche-financial-partners-llc-princeton-nj-133604) ([md](https://advisorcensus.com/firm/roche-financial-partners-llc-princeton-nj-133604.md)) | 133604 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Roundview Capital, LLC](https://advisorcensus.com/firm/roundview-capital-llc-princeton-nj-148083) ([md](https://advisorcensus.com/firm/roundview-capital-llc-princeton-nj-148083.md)) | 148083 | Princeton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee |
| [Sciencast Management LP](https://advisorcensus.com/firm/sciencast-management-lp-princeton-nj-271030) ([md](https://advisorcensus.com/firm/sciencast-management-lp-princeton-nj-271030.md)) | 271030 | Princeton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Songbird Capital, LLC](https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074) ([md](https://advisorcensus.com/firm/songbird-capital-llc-princeton-nj-158074.md)) | 158074 | Princeton, NJ | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Systematic Alpha Investments, LLC](https://advisorcensus.com/firm/systematic-alpha-investments-llc-princeton-nj-297693) ([md](https://advisorcensus.com/firm/systematic-alpha-investments-llc-princeton-nj-297693.md)) | 297693 | Princeton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [The Financial Planning Answerplace, LLC](https://advisorcensus.com/firm/the-financial-planning-answerplace-llc-princeton-nj-159932) ([md](https://advisorcensus.com/firm/the-financial-planning-answerplace-llc-princeton-nj-159932.md)) | 159932 | Princeton, NJ | State-registered investment adviser | Not reported | 14 | 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 |
| [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 |
| [Ziment Financial Advisors, Inc.](https://advisorcensus.com/firm/ziment-financial-advisors-inc-princeton-junction-nj-123850) ([md](https://advisorcensus.com/firm/ziment-financial-advisors-inc-princeton-junction-nj-123850.md)) | 123850 | Princeton Junction, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Trenton, NJ?**
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.

**How many fee-only financial advisors are in Trenton, NJ?**
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.

**How many financial advisors in Trenton, NJ offer financial planning?**
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.

**Are the financial advisors in Trenton, NJ 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 25 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.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Trenton, NJ: 39 firms from Form ADV filings as of October 2026.