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Top Rated Financial Advisors in New Jersey
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in New Jersey is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in New Jersey near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Alex Tirso
Ramapo Wealth Advisors
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Christopher Badaracco
Rose Wealth Advisors
Additional Information:
Years of Experience:
10 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
Additional Information:
Years of Experience:
28 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Portfolio Management
- Wealth Management
- Money Management
- Financial Advice & Consulting
- Financial Planning for Individuals
- Tax Advice and Services
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity, Assetmark Trust, TD Ameritrade
Eric Mancini
Traphagen Financial Group
Additional Information:
Years of Experience:
16 Years
- Fee-Only
- Hourly
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity, Schwab
Eric Nelson
Independence Wealth
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity
Frank Lepore
Bleakley Financial Group
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Flat Fee
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity
Michael Klein
Bleakley Financial Group
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Paul C. Koenig Jr.
Integrated Financial Partners
Additional Information:
Years of Experience:
13 Years
- Fee-Based
Fee Structure
Scott Schwartz
Bleakley Financial
Additional Information:
Years of Experience:
40 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Daniel R. Martin
D.R. Martin and Associates
Additional Information:
Years of Experience:
20 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Financial Planning for Individuals
- Estate Planning & Trusts
Financial Services Provided:
Jim Bernstein
QEX Asset Management
Additional Information:
Years of Experience:
39 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Portfolio Management
- Wealth Management
- Money Management
- Risk Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Interactive Brokers
Chip Holston
LPL Financial
Additional Information:
Years of Experience:
20 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Daniel Linn
Prudential
HIGHLAND Financial Advisors, LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Condor Capital Wealth Management
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, TDAmeritrade, Fidelity
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Top vetted financial advisors in New Jersey by cities
Frequently Asked Questions
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