Browse all Flat-fee advisors in New Jersey

Every advisor below is licensed to work with clients in New Jersey. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	8,451
Retired	5,356
Tax-loss harvesting	4,541
Wealth management	4,238
Executive	3,807
Retirement plans for business owners (SEP, solo 401k)	3,513
College savings (529s, UTMA, etc.)	1,546
Private / alternative investments	1,486
Business exit / sale strategy	1,323
ESG / Sustainable investing	1,317
Retirement income strategy	1,171
Self-Employed	1,141
Options & derivatives strategies	1,097
Active portfolio management	1,087
General retirement planning	1,078
HENRY (High Earners, Not Rich Yet)	1,055
Annuities	1,034
Approaching retirement	964
Charitable giving & philanthropy	845
Concentrated stock management	569
Cash flow / budgeting	494
Passive / index investing	419
Business succession planning	371
Real estate investing	283
Financial Professional	273
General tax planning	256
Mid-Career Professionals	233
General estate planning guidance	225
Income planning	175
Equity compensation tax strategy	171
Social Security optimization	168
Business ownership considerations	117
Established Professionals	117
Long-term care insurance	101
Retirement withdrawal strategies	101
Intergenerational Families	96
Values-based investing	90
Debt management	85
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	71
Educators, Teachers, and Academics	55
Tax strategies for small businesses	54
Professional Athlete	49
Factor investing / smart beta	46
Women Professionals	41
Life insurance needs analysis	38
Business sale tax planning	37
Multi-generational wealth transfer	34
Retired	31
Divorce financial planning	29
Medicare planning	24
Young Professionals	24
Religious/faith focused	17
Dentist	16
Family Business	16
Roth conversion strategy	14
Trust structures (GRAT, IDGT, revocable)	14
Charitable giving tax strategies	13
Planning for children with special needs	13
Doctor or Medical Professional	11
Business Financial Management	9
Equity Recipients (RS/RSU, SOP, ESPP)	9
Christian Faith Based	7
Expats	7
Women Business Owners	7
Attorney	6
Military & Veterans	6
Parents	6
Student loan debt	5
Technology Professional	5
Women's Finance	5
Cross-border / expatriate tax planning	4
Elder care planning	4
Sandwich Generation	4
Young Families	4

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