Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Montclair, New Jersey

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Montclair is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Montclair & pick the one as per your needs

How To Find The Best Financial Advisors in Montclair, New Jersey
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Montclair, New Jersey, FinancialAdvisor.net is a useful resource. We've compiled a list of the 22 vetted financial advisors and 4 non-vetted financial advisors in Montclair, New Jersey, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Montclair, New Jersey have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Montclair, New Jersey

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Daniel R. Martin

D.R. Martin and Associates

201-479-0759

Address

4 Franklin Ave,
Suite 3A,
Ridgewood, NJ 07450 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Eric Mancini

Traphagen Financial Group

201-345-5155

Address

234 Kinderkamack Rd,
Oradell, NJ 07649 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Louis Green

Savvy Advisors

917-590-0552

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Condor Capital Wealth Management

732-356-7323

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Doug Frew

BroadFront Capital Management

732-819-5006

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Smallwood Wealth

732-542-1565

Address

199 Broad Street,
Red Bank, NJ 07701 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Top Financial Advisor Firms in Montclair, New Jersey (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
RMR WEALTH BUILDERS, INC. 111 Grove Street, Suite 203 Montclair, NJ, 07042	169005	$1,695,730,206	3965	A percentage of AUM, Hourly charges, Fixed fees, Other (INSURANCE COMPENSATION)
TALARA CAPITAL MANAGEMENT, LLC 24 Church Street, Fl 2#R Montclair, NJ, 07042	158866	$428,474,841	4	A percentage of AUM, Performance Based
SFI ADVISORS, LLC 79 Midland Ave., Montclair, NJ, 07042	287929	$239,000,000	297	A percentage of AUM, Fixed fees
BAUTIS FINANCIAL, LLC 8 Hillside Ave, Suite Ll1 Montclair, NJ, 07042	148582	$156,774,640	742	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Montclair, New Jersey

How To Find The Best Financial Advisors in Montclair, New JerseyLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Montclair, New Jersey

Bleakley Financial Group

Address

Address

Address

D.R. Martin and Associates

Address

Address

Traphagen Financial Group

Address

Address

Savvy Advisors

Address

Address

Palmerston Group Advisors, LLC

Address

BroadFront Capital Management

Address

Address

Princeton Global

Address

Port Capital Management

Address

Address

Address

Top Financial Advisor Firms in Montclair, New Jersey (Ranked by AUM)

Select other cities around Montclair, New Jersey to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Montclair, New Jersey
Last Updated - 13-Jun-2023

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