Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Monmouth Beach, NJ
Credentials
Series 66
Industry experience
40 years
Michael Kelly is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following a career that included time with Axa Advisors. Outside of his advisory role, he is involved in a life settlements brokerage business called The Ashar Group. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and a variety of third-party asset managers, operating a hybrid referral and implementation model.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Monmouth Beach, NJ
New Jersey · Texas
Equitable Advisors
1999 - Present (27 years)
Axa Advisors, Llc
1999 - 2020 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Middletown, NJ
Joseph C. Kelly & Associates, Inc.
Joseph Kelly is the principal of Joseph C. Kelly & Associates, Inc., an independent advisory firm based in Middletown, NJ. He holds a Series 66 designation and has 21 years of experience in the financial industry. In addition to his advisory role, he has operated a certified public accounting practice, Kelly & Co., CPA, since 1989. Joseph C. Kelly & Associates, Inc. provides discretionary asset management, financial planning, and hourly consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers standalone financial planning engagements.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
Dennis O'Brien is a financial advisor at Coastal Financial Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has been involved in business consulting through Coastal Business Services, LLC, where he serves as president. Coastal Financial Advisors, Inc. is an independent, fee-only registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and portfolio management with a goal-based, individualized investment approach, and also provides fiduciary services for ERISA retirement plans and nonprofit endowments.
CFP®
Neptune, NJ
Pathways Financial Planning
As a true fiduciary and fee-only CFP®, Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. Her passion lies in helping others make complicated financial decisions including whether to sell company stock, when to retire, and how to handle competing priorities such as funding kids' education, paying off debt, and saving for the future. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
CFP®, Series 63
Belmar, NJ
Integrated Asset Management, Inc.
Howard Shemitz is a CFP® professional with 21 years of industry experience. He has been with Integrated Asset Management, Inc. since 1991. The firm provides discretionary and non-discretionary investment advisory services and standalone financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. Integrated Asset Management employs a range of strategies including long-term, short-term, and trading approaches, and offers pension consulting and participant education as part of its services.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.
Series 66
Holmdel, NJ
Securus Wealth Management
Travis Dufner is a financial advisor at Securus Wealth Management in Holmdel, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Millstone Financial Group, Alps Distributors, and Primerica Advisors. Outside of advisory work, he has experience as an insurance agent, providing clients with options such as life insurance, long-term care, and annuities. Securus Wealth Management offers retirement planning and wealth management services to individuals, families, and small business owners. The firm emphasizes diversification and downside protection through portfolios built with active and passive ETFs, interval funds, and buffered ETFs, managing accounts primarily on a discretionary basis with ongoing client oversight.
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