Fee Research

What Do Financial Advisors Cost in New Jersey?

2026 data · 527 firms · 1,315 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
1,315
In New Jersey
Total Firms
527
Registered firms
Comp. Types Reported
65
Distinct compensation types
02

Compensation Type Breakdown

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

Percentage of AUM474 firms · 41%
Subscription fees281 firms · 25%
Hourly charges187 firms · 16%
Performance-based fees108 firms · 9%
Commissions21 firms · 2%
Fixed fees5 firms · 0%
Other: REFERRAL FEES3 firms · 0%
Other: FINANCIAL PLANNING FEES2 firms · 0%
Other: COULD BE AN ADDED TICKET CHARGE OR FEE AS DISCLOSED2 firms · 0%
Other: SOLICITOR/REFERRAL FEES2 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES2 firms · 0%
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS2 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS2 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: EXPENSE REIMBURSEMENT1 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: 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: NEGOTIATED MANAGEMENT FEE1 firms · 0%
Other: NO FEE ARRANGEMENTS AT THIS TIME1 firms · 0%
Other: % OF CAPITAL CONTRIBUTIONS1 firms · 0%
Other: % OF CAPITAL CONTRIBUTION, WORKING CAPITAL AND/OR DISTRIBUTIONS1 firms · 0%
Other: OPERATING EXPENSES PLUS 7% EXCLUDING "PASS THROUGH"1 firms · 0%
Other: PACKAGE FEE1 firms · 0%
Other: PERCENTAGE OF ASSETS MANAGED BY OTHERS USING OUR MODEL (UMA)1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 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: PRO BONO1 firms · 0%
Other: PROVIDING INVESTMENT ADVISORY SERVICES TO MANAGED ACCOUNTS1 firms · 0%
Other: REFERRAL ARRANGEMENTS1 firms · 0%
Other: REFERRAL FEES OR PORTION OF FEE PAID TO THIRD PARTY ADVISER.1 firms · 0%
Other: REIMBURSEMENT OF INVESTMENT MANAGER EXPENSES1 firms · 0%
Other: SEE SCHEDULE D MISCELLANEOUS1 firms · 0%
Other: SELECTION OF TPMM1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING1 firms · 0%
Other: SUBSCRIPTION 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: SUB-ADVISER FEES1 firms · 0%
Other: ADVISOR TRANSACTIONS FEES1 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: BILLED AT COST OF SERVICE1 firms · 0%
Other: BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION1 firms · 0%
Other: % CAPITAL CONTRIBUTIONS1 firms · 0%
Other: COMPENSATION FROM LPL ENTERPRISE, LLC1 firms · 0%
Other: CONSULTING FEE1 firms · 0%
Other: CONSULTING FEES1 firms · 0%
03

New Jersey vs. National

New Jersey Advisors
1,315
527 firms
National Total
48,844
18,152 firms
View full national fee analysis →

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