Fee Research

What Do Financial Advisors Cost in New Jersey?

2026 data · 764 firms · 2,707 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
2,707
In New Jersey
Total Firms
764
Registered firms
Comp. Types Reported
90
Distinct compensation types
02

Compensation Type Breakdown

How firms in New Jersey charge for their services, based on Form ADV disclosures.

Percentage of AUM608 firms · 41%
Subscription fees324 firms · 22%
Performance-based fees207 firms · 14%
Hourly charges207 firms · 14%
Commissions21 firms · 1%
Fixed fees8 firms · 1%
Other: REFERRAL FEES3 firms · 0%
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS2 firms · 0%
Other: COULD BE AN ADDED TICKET CHARGE OR FEE AS DISCLOSED2 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER ADVISEMENT2 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES2 firms · 0%
Other: SOLICITOR/REFERRAL FEES2 firms · 0%
Other: PERFORMANCE-BASED ALLOCATIONS2 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS2 firms · 0%
Other: NEGOTIATED MANAGEMENT FEE2 firms · 0%
Other: FINANCIAL PLANNING FEES2 firms · 0%
Other: CONSULTING FEES1 firms · 0%
Other: CONTINGENCY FEE BASED ON RETIREMENT PLAN SAVINGS1 firms · 0%
Other: COST BASIS FOR CERTAIN AFFILIATED PARTIES, AND TRANSACTION FEES1 firms · 0%
Other: COST PLUS; FEE BASED ON BOOK VALUE1 firms · 0%
Other: EXCESS INCOME OVER 13.5% ANNUAL RETURN TO INVESTORS1 firms · 0%
Other: EXPENSE PAYMENT AMOUNT1 firms · 0%
Other: EXPENSE REIMBURSEMENT1 firms · 0%
Other: EXPENSE REIMBURSEMENT BY CLIENTS.1 firms · 0%
Other: EXPENSES REIMBURSED BY FUND1 firms · 0%
Other: FEE SPLIT WITH UNDERLYING MANAGER1 firms · 0%
Other: FINANCIAL PLANNING & CONSULTING FEES1 firms · 0%
Other: FIXED DOLLAR AMOUNT PER UNIT OUTSTANDING OF REGISTERED UNITS.1 firms · 0%
Other: GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES1 firms · 0%
Other: INSURANCE COMPENSATION1 firms · 0%
Other: INTERCOMPANY PAYMENTS1 firms · 0%
Other: INTER-COMPANY SERVICE FEES1 firms · 0%
Other: INVESTMENT ADVISORY FEE1 firms · 0%
Other: LICENSING FEES AND PERCENTAGE OF ASSETS UNDER OUR CLIENTS MGMT.1 firms · 0%
Other: MISCELLANEOUS ADMINISTRATIVE FEES1 firms · 0%
Other: MONITORING FEES1 firms · 0%
Other: NO FEE ARRANGEMENTS AT THIS TIME1 firms · 0%
Other: NO FEES ARE PAID1 firms · 0%
Other: % OF ASSESTS UNDER CONSULTATION1 firms · 0%
Other: % OF CAPITAL CONTRIBUTIONS1 firms · 0%
Other: % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS1 firms · 0%
Other: % OF CAPITAL INVESTED BY OTHERS1 firms · 0%
Other: % OF NET ASSET VALUE1 firms · 0%
Other: OPERATING EXPENSES PLUS 7% EXCLUDING "PASS THROUGH"1 firms · 0%
Other: OPERATION EXPENSE REIMBURSEMENT1 firms · 0%
Other: OTHER RIAS1 firms · 0%
Other: PACKAGE FEE1 firms · 0%
Other: PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)1 firms · 0%
Other: PERCENTAGE OF NET WORTH1 firms · 0%
Other: PERCENTAGE OF PORTFOLIO COST-BASIS AND/OR FAIR VALUE1 firms · 0%
Other: PERCENT OF ADJUSTED STOCKHOLDER EQUITY OF CLIENT1 firms · 0%
Other: PERCENT OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT; REFERRAL FEE1 firms · 0%
Other: PERFORMANCE-BASED FEES FOR CERTAIN PRIVATE FUNDS1 firms · 0%
Other: PERFORMANCE FEE PAID TO RELATED PARTY1 firms · 0%
Other: PORTFOLIO COMPANY MANAGEMENT FEES1 firms · 0%
Other: PRO BONO1 firms · 0%
Other: PROVIDING INVESTMENT ADVISORY SERVICES TO MANAGED ACCOUNTS1 firms · 0%
Other: REAL ESTATE ASSET AND PROPERTY MANAGEMENT FEES1 firms · 0%
Other: REFERRAL ARRANGEMENTS1 firms · 0%
Other: REFERRAL FEES OR PORTION OF FEE PAID TO THIRD PARTY ADVISER.1 firms · 0%
Other: REIMBURSEMENT FOR ACTUAL COSTS INCURRED1 firms · 0%
Other: REIMBURSEMENT OF CERTAIN EXPENSES1 firms · 0%
Other: REIMBURSEMENT OF INVESTMENT MANAGER EXPENSES1 firms · 0%
Other: RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS1 firms · 0%
Other: SEE SCHEDULE D MISCELLANEOUS1 firms · 0%
Other: SELECTION OF TPMM1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: SUB-ADVISER FEES1 firms · 0%
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING1 firms · 0%
Other: SUBSCRIPTION SERVICES1 firms · 0%
Other: THE ADVISER WILL NOT INITIALLY CHARGE A FEE FOR SERVICES1 firms · 0%
Other: THIRD PARTY ADVISER FEE1 firms · 0%
Other: THIRD PARTY MANAGED ASSET PROGRAM1 firms · 0%
Other: THIRD PARTY REFERRAL FEES1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: ADVISOR TRANSACTIONS FEES1 firms · 0%
Other: A PERCENTAGE OF COMMITTED CAPITAL UNDER MANAGEMENT1 firms · 0%
Other: A PERCENTAGE OF EXPENSES1 firms · 0%
Other: A PERCENTAGE OF GROSS INCOME AND NET WORTH1 firms · 0%
Other: APPLICABLE MONTHLY EXPENSES1 firms · 0%
Other: ASSET BASED COMPENSATION ALLOCATED OUT OF NET PROFITS1 firms · 0%
Other: ASSET BASED FEES RELATED TO MODEL PORTFOLIO DELIVERY1 firms · 0%
Other: AT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT1 firms · 0%
Other: BILLED AT COST OF SERVICE1 firms · 0%
Other: BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION1 firms · 0%
Other: % CAPITAL CONTRIBUTIONS1 firms · 0%
Other: COLLATERAL MANAGEMENT FEES1 firms · 0%
Other: COMPENSATED BASED ON COSTS INCURRED PLUS MARGIN1 firms · 0%
Other: COMPENSATION FROM LPL ENTERPRISE, LLC1 firms · 0%
Other: CONSULTING FEE1 firms · 0%
03

New Jersey vs. National

New Jersey Advisors
2,707
764 firms
National Total
113,827
27,306 firms
View full national fee analysis →

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