Fee-OnlyFinder

Financial planning in Princeton, NJ

19 advisers in Princeton offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 19

Acorn Asset Management LLC300 Witherspoon Street, Suite 201 · Princeton, NJ 08542 · (609) 455-1223 · Financial planningCRD 340572 · % of assets, Hourly charges, Fixed fees · $6.6 million AUMSEC registeredNo commissions reportedAdviso Wealth103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (610) 840-2622 · Financial planningCRD 308198 · Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reportedBerunda Capital Management5 Independence Way, Suite 300 · Princeton, NJ 08540 · (267) 977-9620 · Financial planningCRD 297072 · % of assets, Fixed fees · $11.2 million AUMState registeredNo commissions reportedBrennan Financial Group, LLC475 Wall Street · Princeton, NJ 08540 · (908) 428-6973 · Financial planningCRD 117644 · % of assets, Hourly charges, Fixed fees · $49.7 million AUMState registeredNo commissions reportedCertified Wealth Management & Investment LLC101 College Road East, Suite 2 · Princeton, NJ 08540 · (609) 716-4700 · Financial planningCRD 165924 · % of assets, Hourly charges, Fixed fees · $25.3 million AUMState registeredNo commissions reportedEks Associates601 Ewing Street, Suite A-7 · Princeton, NJ 08540 · (609) 921-1016 · Financial planningCRD 169687 · % of assets, Fixed fees · $324.3 million AUMSEC registeredNo commissions reportedEndowbridge Capital, LLC707 Alexander Road, Suite 208 · Princeton, NJ 08540 · (609) 878-8161 · Financial planningCRD 228786 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedHalberstadt Financial Consultants INC50 North Tulane St · Princeton, NJ 08542 · (609) 921-0180 · Financial planningCRD 109462 · % of assets, Hourly charges, Fixed fees · $185.0 million AUMSEC registeredNo commissions reportedJantorno Financial Advisors, LLC13 Roszel Road, Suite A-103 · Princeton, NJ 08540 · (609) 919-0006 · Financial planningCRD 131409 · Hourly charges, Fixed feesState registeredNo commissions reportedKdt Advisors, LLC103 Carnegie Center, Suite 300 · Princeton, NJ 08540 · (929) 293-1270 · Financial planningCRD 289816 · % of assets, Hourly charges, Fixed fees · $210.4 million AUMSEC registeredNo commissions reported
Kubhera Enterprises LLC742 Alexander Road, Suite 305 · Princeton, NJ 08540 · (609) 799-5900 · Financial planningCRD 151619 · % of assets, Hourly charges, Fixed fees · $275.5 million AUMSEC registeredNo commissions reportedMillstone Financial Group902 Carnegie Center Blvd, Suite 130 · Princeton, NJ 08540 · (732) 385-8544 · Financial planningCRD 297882 · % of assets, Hourly charges, Fixed fees · $104.4 million AUMSEC registeredNo commissions reportedNorthwest Criterion Asset Management, L.L.C.114 Commons Way · Princeton, NJ 08540 · (609) 924-4488 · Financial planningCRD 130538 · % of assets, Hourly charges, Fixed fees · $58.3 million AUMState registeredNo commissions reportedNovi Wealth Partners512 Executive Drive · Princeton, NJ 08540 · (609) 921-7002 · Financial planningCRD 166539 · % of assets, Hourly charges, Fixed fees · $612.8 million AUMSEC registeredNo commissions reportedPrinceton Global Asset Management LLC17 Hulfish Street, Suite 240 · Princeton, NJ 08542 · (609) 945-1781 · Financial planningCRD 146644 · % of assets, Fixed fees · $921.3 million AUMSEC registeredNo commissions reportedPrinceton Wealth Management Alliance, LLC103 Carnegie Center Drive, Suite 324 · Princeton, NJ 08540 · (609) 212-2934 · Financial planningCRD 298614 · % of assets, Other · $76.6 million AUMState registeredNo commissions reportedRetiresmart Consulting, LLC.103 Carnegie Center, Suite 300 a · Princeton, NJ 08540 · (609) 955-3456 · Financial planningCRD 147693 · % of assets, Hourly charges, Fixed fees · $52.0 million AUMState registeredNo commissions reportedRoundview Capital, LLC182 Nassau Street, Suite 201 · Princeton, NJ 08542 · (609) 688-9500 · Financial planningCRD 148083 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedSongbird Capital, LLC14 Nassau Street · Princeton, NJ 08542 · (609) 924-5300 · Financial planningCRD 158074 · % of assets, Hourly charges, Fixed fees · $84.4 million AUMState registeredNo commissions reported