Advisor at Lighthouse Financial Advisors, Inc.
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.
Firm
Lighthouse Financial Advisors, Inc.
Location
Red Bank, NJ 07701
Credentials
CFP®
Industry experience
1 year
Oleksandr Vetoshko is a CFP® professional with seven years of experience in financial advising. He has worked at Lighthouse Financial Advisors, Inc. since 2019 and previously held roles at Lifecycle Financial Advisors, Inc. and Cambridge Connection, Inc. He also has experience in academia from Eastern Michigan University. Lighthouse Financial Advisors serves individual and high-net-worth clients, trusts and estates, and charitable organizations by providing comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services. The firm’s six-advisor team manages approximately $869 million in client assets, emphasizing client-directed investment implementation with a focus on mutual funds and ETFs.
Based on Lighthouse Financial Advisors, Inc.
Based on Lighthouse Financial Advisors, Inc.
$900 for a three-hour financial review consultation; $200-$10,000 for tax preparation services depending on complexity; $5,000-$50,000 flat fee for retirement plan consulting
Up to 2% of investment assets under advisement (fee will not exceed 2%)
Account minimum: $6,000 minimum annual fee Minimum fee: Minimum annual fee of $6,000 for Wealth Management Services Fee-only: Fee-only basis; fees are fixed or flat fees, no commissions accepted
3 Harding Road, Suite B
Red Bank, NJ 07701
New Jersey
Lighthouse Financial Advisors, Inc.
2019 - Present (7 years)
Lifecycle Financial Advisors, Inc.
2018 - 2019 (1 year)
Cambridge Connection, Inc.
2016 - 2017 (1 year)
Eastern Michigan University
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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.
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