Island Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,803,176
Clients
391
5% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
391
Very HighAverage account size
$206,658
About
Island Financial Advisors provides advisory services to individuals — including high‑net‑worth individuals — and trusts, offering ongoing portfolio management, referrals to third‑party investment advisers, and tax preparation support. The firm charges asset‑based (percentage‑of‑AUM) advisory fees and may request discretionary trading authority to implement client strategies.
The firm documents each client’s situation with a Risk Tolerance Questionnaire and an Investment Policy Statement and employs both fundamental and technical analysis across long‑term and short‑term trading approaches, generally using mutual funds, equities, fixed income securities and ETFs. Island Financial Advisors conducts due diligence on recommended third‑party managers, refers clients when appropriate, and reviews those managers’ ongoing performance as part of account monitoring.
Several features in the brochure distinguish the firm from many peers: it manages roughly $80.8 million in discretionary assets while servicing a high number of client accounts relative to its advisor count, and it discloses advisory personnel who are licensed to sell insurance products and provide tax preparation — activities the firm notes can create potential conflicts of interest. The firm also authorizes fee withdrawals directly from client custodial accounts and reports occasional third‑party support for client events, practices that are highlighted in its regulatory disclosure.
Client services
Portfolio management
Selection of other advisers
Tax preparation
Expertise
Wealth management
Tax-loss harvesting
Fee options
Up to 2.50% annually
Main office location
Island Financial Advisors
429 Hooper Avenue
Toms River NJ 08753, United States
Number of offices
2
Most active in
Island Financial Advisors 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.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")