Jersey Shore Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,025,092
Clients
38
Advisors
1
of 1 employees
About
Jersey Shore Financial Advisors LLC is a fee-only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management primarily for individual clients, including widows/widowers, professionals, and executives, as well as Individual Retirement Accounts. Services described in the brochure include cash flow and tax planning, insurance and estate planning, retirement and education planning, and investment supervision using model portfolios.
The firm maps clients to one of six Risk/Return Profiles and implements strategic asset allocation through proprietary model portfolios, with periodic rebalancing and ongoing account reviews; discretionary authority is typically granted via limited power of attorney. It bills flat “Financial Life Planning” engagements that use net worth as a proxy for complexity and also offers investment-only management under prior percent-of-assets schedules.
Compared with many solo independent advisers, the brochure highlights several less-common offerings: pension consulting and relationships with pension/profit-sharing plans, work for charitable organizations, delivery of educational seminars/workshops, and periodic written materials. The firm also emphasizes specialist credentials and training relevant to retirement, divorce, and Social Security planning (e.g., CRPC, CDFA, RSSA) and notes involvement in professional associations and a regional educational foundation.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees based on net worth: $10,200 annually up to $2.5 million; $20,400 annually up to $3.5 million; negotiable for amounts over $3.5 million
$0 - $250,000: 1.5% per year $250,000+: 1.0% per year
Minimum fee: $10,200 annually up to $2,500,000 net worth; $20,400 annually up to $3,500,000 net worth; fees negotiable over $3,500,000 net worth Fee-only: Fee-only financial planning and investment management services; flat fees based on net worth complexity as described
Main office
44 Apple Street, Suite 9
Tinton Falls NJ 07724, United States
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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