Jersey Shore Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,025,092
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
26% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$842,766
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Occupation focus
Executive
Retired
Demographic focus
Widow/Widower
Established Professionals
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 location
Jersey Shore Financial Advisors LLC
C/O Regus, 140 Broad Street, Suite 200
Red Bank NJ 07701, United States
Number of offices
2
Most active in
Jersey Shore Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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