Find a financial advisor in Vineland, NJ

Find financial advisors in Vineland, NJ

Find financial advisors in Vineland, NJ

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

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Find financial advisors in Vineland, 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 Vineland, NJ

Clients agree: these Vineland 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 Vineland, 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...
Atrium Financial Services

Atrium Financial Services

New on Thervo
Offers online services
1 hire on Thervo
18+ years in business
Serves Vineland, NJ
I've been a holistic financial advisor for the past 16 years. who provides comprehensive financial planning (fee based and one-time) advice to clients. The role of a holistic financial advisor is to help clients achieve their financial goals by analyzing their financial situation, identifying potential risks, and developing a customized financial plan that takes into account all aspects of their financial life. We also provide wealth management and life insurance....
James Mooney

James Mooney

New on Thervo
Offers online services
24+ years in business
Serves Vineland, 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.
Pinnacle Consulting Services LLC

Pinnacle Consulting Services LLC

New on Thervo
Offers online services
13+ years in business
Serves Vineland, NJ
Providing personalized service striving to make small business owners more successful Watching clients improve their business performance using recommendations that have been shared
One-Stop-Shop

One-Stop-Shop

New on Thervo
Offers online services
6+ years in business
Serves Vineland, NJ
Hello! I'm your versatile solution for all things computer-related. Need translation, essays on any topic, captivating slideshows, or tech advice? I've got you covered. Collaborating with me means efficient, top-notch results. From translation, tech expertise, and a passion for A.I/computers. My dedication to precision and creativity ensures your projects shine. Whether you require linguistic finesse, insightful writing, or tech-savvy guidance like optimizing PCs, I'm your go-to. There is no such job too big or too small. With me, you're not just getting a virtual assistant, but a proficient partner committed to delivering excellence in every
Stonehenge Advisor Group LLC

Stonehenge Advisor Group LLC

New on Thervo
Offers online services
21+ years in business
Serves Vineland, NJ
What I was looking for when I founded Stonehenge Advisor Group LLC, was to have the ability to recommend to my client any type of product or investment that best fits their situation without a hidden agenda from an outside group. I am not just here to make a quick dollar I am committed to excellence I care about my clients. The financial planning philosophy at Stonehenge Advisor Group LLC is really geared around this understanding that the process of planning for retirement can be overwhelming for a lot of people. It's very complex and we try very hard to deliver the information to our clients in a way that is easy to understand. Once we unde...
Robert B. Seiden, CRPC®

Robert B. Seiden, CRPC®

New on Thervo
Offers online services
9+ years in business
Serves Vineland, NJ
Our company specializes in custom wealth management solutions to meet each clients specific needs and goals. WhiteCliff Wealth Management achieves this by understanding what is most important in their lives, what is the purpose of their wealth, and where do they see themselves in the short and long term.
Drew Leisure

Drew Leisure

New on Thervo
Offers online services
16+ years in business
Serves Vineland, NJ
We tailor plans for each client, monitor and make adjustments as life changes.

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 Vineland financial advisors

Recent success stories from people in the Vineland area.
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