Ways to browse Flat-fee advisors serving Jersey City, NJ

Pick a specialty to browse more Flat-fee advisors serving Jersey City, NJ.

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Find advisors serving Jersey City, NJ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
6,026
Retired
3,860
Wealth management
3,484
Executive
3,129
Tax-loss harvesting
2,858
Retirement plans for business owners (SEP, solo 401k)
2,570
Private / alternative investments
1,776
Retirement income strategy
1,303
HENRY (High Earners, Not Rich Yet)
980
Business exit / sale strategy
910
ESG / Sustainable investing
907
Options & derivatives strategies
892
Charitable giving & philanthropy
891
Approaching retirement
843
College savings (529s, UTMA, etc.)
837
Active portfolio management
781
General retirement planning
772
Concentrated stock management
659
Self-Employed
568
Annuities
560
Financial Professional
332
Cash flow / budgeting
321
Mid-Career Professionals
274
Passive / index investing
264
Real estate investing
216
Long-term care insurance
209
Equity compensation tax strategy
184
Business succession planning
178
Social Security optimization
170
General estate planning guidance
161
Established Professionals
157
Intergenerational Families
156
General tax planning
118
Values-based investing
100
Business ownership considerations
94
Debt management
86
Income planning
71
Women Professionals
54
Retirement withdrawal strategies
50
Expats
44
Multi-generational wealth transfer
42
Cross-border / expatriate tax planning
41
Factor investing / smart beta
40
Tax strategies for small businesses
36
Business sale tax planning
34
Divorce financial planning
33
Young Professionals
28
Life insurance needs analysis
22
Medicare planning
19
Equity Recipients (RS/RSU, SOP, ESPP)
15
Educators, Teachers, and Academics
14
Doctor or Medical Professional
13
Elder care planning
13
Technology Professional
12
Women's Finance
12
Business Financial Management
10
Charitable giving tax strategies
8
Family Business
6
African Americans/Black
5
Attorney
3
Disability insurance
3
Planning for children with special needs
3
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