Find a Financial Advisor in Somerset, NJ

 

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We did the hard work of finding trustworthy partners in Somerset, NJ.

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We Only Work With The Best Somerset Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Somerset, NJ


  • Financial Advisor Close to Somerset, NJ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Somerset, NJ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Somerset, NJ

We evaluated over 13,000 RIA firms to bring you the best of the best Somerset financial advisors.
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How Retirement-Friendly is Somerset, NJ?

  • Population: 24,509
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $317,400
  • Average Monthly Housing Cost: $1,850
  • Average Household Income: $110,949
  • New Jersey Total Tax Burden: 9.98% (6th Highest in U.S.)
  • New Jersey Property Tax: 4.94% (3rd Highest in U.S.)
  • New Jersey Individual Income Tax: 2.47% (20th Highest in U.S.)
  • New Jersey Sales and Excise Tax: 2.57% (8th Lowest in U.S.)



The Top Financial Advisor Firms in Somerset, NJ

 

AEM ASSET MANAGEMENT, LLC

Website

(973) 714-6437

265 Davidson Avenue
Suite 210
Somerset, NJ 8873

SEC#: 801-119397
Years in Business: 1 years

MMA SECURITIES LLC

Website

(800) 669-6330

One Executive Drive
3rd Floor
Somerset, NJ 8873

SEC#: 801-100377
Years in Business: 6 years

MOMENTUM ADVISORS, LLC

Website

(917) 997-4297

220 Davidson Ave.
Suite 112
Somerset, NJ 8873

SEC#: 801-73092
Years in Business: 9 years

MOMENTUM ADVISORS, LLC

Website

(917) 997-4297

220 Davidson Ave.
Suite 112
Somerset, NJ 8873

SEC#: 801-73092
Years in Business: 9 years

MMA SECURITIES LLC

Website

(800) 669-6330

One Executive Drive
3rd Floor
Somerset, NJ 8873

SEC#: 801-100377
Years in Business: 6 years

AON INVESTMENTS USA INC.

Website

(732) 271-2100

400 Atrium Drive
5th Floor
Somerset, NJ 8873

SEC#: 801-17219
Years in Business: 39 years

AON INVESTMENTS USA INC.

Website

(732) 271-2100

400 Atrium Drive
5th Floor
Somerset, NJ 8873

SEC#: 801-17219
Years in Business: 39 years

CUSO FINANCIAL SERVICES, L.P.

Website

(888) 566-2876

780 Easton Avenue
Financial Resources Federal Credit Union
Somerset, NJ 8873

SEC#: 801-60300
Years in Business: 20 years

 


Somerset, NJ Financial Advisor FAQs

Yes. Lifelong financial planning is about more than how you spend and save your money. It encompasses topics such as your work-life balance, family or parental obligations, and housing issues; all which can affect your finances profoundly.
A financial advisor's fee is based on your needs, but it can range from anywhere between 0.25% to 2% annually.
Financial advisors are experts in money, finances, investments, banking, and retirement. They help people identify what they want to do with their money by meeting with them to figure out their goals.
Financial advisors get paid in two ways. A financial advisor may charge an upfront fee to provide a managed investment portfolio. If the financial advisor doesn't charge an up-front fee, then he or she will earn money through commissions from the investments chosen for you by your financial advisor.