Top Financial Advisors in Holmdel, NJ

126 fee-only17 CFP certifiedMedian fee: 1.88% on $500K

Top Advisors in Holmdel

Median Advisor Fee

Holmdel1.88%
National1.25%
50% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only88.1%
Includes Commission11.9%

Top Credentials

CFP17 advisors
CFA4 advisors

Frequently Asked Questions

How much does a financial advisor cost in Holmdel?

The median advisory fee in Holmdel, NJ is 1.88% of assets under management. This is 50% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Holmdel?

There are 126 fee-only financial advisors in Holmdel, NJ, representing 88.1% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Holmdel financial advisor?

The most common professional designation among Holmdel advisors is the CFP (Certified Financial Planner), held by 17 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

Nearby Cities

Top 143 Financial Advisors in Holmdel, NJ (2026) | TrueAdvisor