Jersey Shore Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,723,560
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
38
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$861,146
About
Jersey Shore Financial Advisors provides fee-only financial planning and discretionary investment management for individuals, including widows/widowers, professionals, executives and other higher‑income clients. Services described in the brochure include comprehensive financial planning (cash flow, retirement, tax, insurance, estate and education planning) and ongoing portfolio supervision.
The firm builds client portfolios from a set of proprietary model portfolios tied to one of six Risk/Return Profiles and multiple asset allocation approaches (including strategic asset allocation), and implements discretionary trading with periodic reviews and rebalancing (noted in the brochure as occurring in June and November). Clients receive custodial statements and on‑demand reporting, and the firm documents initial risk‑tolerance and objectives to guide continuous advice.
Compared with many solo independent advisers, the firm highlights several atypical capabilities: its principal holds CFP®, CRPC and CDFA credentials and the brochure notes pension consulting expertise and relationships with pension/profit‑sharing plan clients as well as charitable and pro bono work. The firm also maintains outreach and educational activity — including involvement with local educational foundations, seminars/workshops and published client communications available via its websites — which is less common among peers of this size.
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
Cash flow / budgeting
Retirement income strategy
Occupation focus
Executive
Retired
Demographic focus
Widow/Widower
Fee options
Financial Life Planning combined with investment management: $10,200 annually for net worth up to $2,500,000; $20,400 annually for net worth up to $3,500,000; Negotiable over $3,500,000 net worth
$0 - $250,000: 1.5% per year Over $250,000+: 1.0% per year
Account minimum: No minimum (though accounts under $25,000 may not receive full model allocations) Fee-only: Flat fee Financial Life Planning and Investment Management based on net worth: Up to $2,500,000 net worth = $10,200 annually; Up to $3,500,000 net worth = $20,400 annually; Over $3,500,000 net worth = Negotiable
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.
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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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