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
23 years
Robert Walsh is a CFP® professional with 23 years of industry experience, currently serving at Lighthouse Financial Advisors, Inc. since 1999. He is part of a six-advisor team based in Red Bank, NJ. Lighthouse Financial Advisors provides comprehensive wealth management, financial planning, retirement-plan consulting, and optional tax-preparation services to individual and high-net-worth clients, affiliated trusts and estates, and charitable organizations. The firm emphasizes collaborative investment planning, primarily allocating assets among mutual funds and ETFs, and typically manages assets on a non-discretionary basis with client-directed implementation.
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 · Texas
Lighthouse Financial Advisors, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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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