Find a financial advisor in Camden, NJ

Find financial advisors in Camden, NJ

Find financial advisors in Camden, NJ

Share a few details and we'll show you the best financial advisors in your area.
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Find financial advisors in Camden, NJ

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Camden, NJ

Clients agree: these Camden financial advisors are highly rated for knowledge, experience, communication, and more.
Capital Insurance & Investment Planning, Inc.

Capital Insurance & Investment Planning, Inc.

New on Thervo
Offers online services
1 hire on Thervo
29+ years in business
Serves Camden, NJ
We are an independent financial services firm committed to helping our clients with every phase of their financial life. We are a Fee for service firm offering a free 1 hour consultation. We pride ourselves on our comprehensive innovative process that place the clients in control with the guidance they need. Our staff is highly credentialed. I personally have a Masters designation with the International Association of Registered Financial Consultants, a BS in Finance and Business Administration. I have more than 30 years expeirence in Wealth Management, Investment, Financial, Retirement and Estate planning. I have received numerous industry a...
Isakov Planning Group

Isakov Planning Group

5.0Exceptional(5)
Offers online services
15+ years in business
Serves Camden, NJ
Tarana R. says, "Eugine was very polite and helpful He helped to answer all the questions I had" Read more
TaxSolvers

TaxSolvers

5.0(1)
Offers online services
3 hires on Thervo
21+ years in business
Serves Camden, NJ
Robert T. says, "Ed is clear, concise, and very responsive to anything asked or needed." Read more
Tnt Tax & Professional Services

Tnt Tax & Professional Services

5.0(1)
Offers online services
1 hire on Thervo
8+ years in business
Serves Camden, NJ
Angel B. says, "The service there was very professional and they help me to maximize for money." Read more
Ahura Group - Certified Public Accountants

Ahura Group - Certified Public Accountants

5.0(1)
Offers online services
1 hire on Thervo
24+ years in business
Serves Camden, NJ
Sammy J. says, "We have been using Ahura Group for the past 5 years, and they are amazing!! They take the time and great care to help us with our small business, personal taxes, and tax planning. She is very quick to respond to any request for information/counsel. And their client portal makes the process seamless! She provides thorough explanations that we can understand so that we are knowledgeable about the​ process. Moreover, she asks the right questions to best serve her clients. Their rates are very reasonable, and their focus is to provide us service throughout the year not just during tax season. I would highly recommend Ahura Group" Read more
James Mooney

James Mooney

New on Thervo
Offers online services
24+ years in business
Serves Camden, NJ
I have over 23 years of experience as a Financial Advisor. My goal is to help people feel confident about their financial future by delivering great personal service and the best financial products.
SIDWAY CONSULTANTS INC

SIDWAY CONSULTANTS INC

New on Thervo
Offers online services
1 hire on Thervo
16+ years in business
Serves Camden, NJ
SIDWAY CONSULTANTS, INC. (SIDWAY) is a premier accounting and fraud investigation company located in Philadelphia, PA providing auditing, financial, tax services to both individuals and businesses, construction program management and fraud investigation services. Our in-house management team collectively represents 35 years accounting solutrions industry experience. Our mission is to enhance tthe eficiency and effcctiveness of your organization by providing experienced consultants who are driven by our core values of unparalleled quality, promptness and sensitivities to limited budgets. Let us help you solve your accounting solutions needs: T...
Pinnacle Consulting Services LLC

Pinnacle Consulting Services LLC

New on Thervo
Offers online services
13+ years in business
Serves Camden, NJ
Providing personalized service striving to make small business owners more successful Watching clients improve their business performance using recommendations that have been shared
Tax Travel ProServices Inc.

Tax Travel ProServices Inc.

5.0(1)
Offers online services
15+ years in business
Serves Camden, NJ
Kimberly W. says, "TTPS was very helpful and understanding for all our needs. My husband had an issue that nobody wanted to deal with. Veronica was very helpful and called IRS to see what our options were. "Thanks again Veronica for all your help."" Read more
Accountants On Air

Accountants On Air

5.0(1)
Offers online services
12+ years in business
Serves Camden, NJ
Mostafa G. says, "Mohamed and his team at Accountants on Air have been great in helping our business to prepare for launch, and got us through the entire startup phase. 13 months in business now, and we could not have been more satisfied with the attentiveness, urgency and dedication we've received from the Accountants on Air team. I highly recommend AoA's services to any business owner who is looking for a reliable accountant so that you can focus on operations and growth!" Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Camden financial advisors

Recent success stories from people in the Camden area.
Tanzilya Y.
Professionalism, competence, attentiveness, consideration and trust
Isakov Planning Group
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