# Joe Vecchio

> Joe Vecchio is a fee-only financial advisor at Shore Financial Planning, LLC in Monmouth Beach, New Jersey, who holds the CFP, CPA and MBA credentials. Joe charges a flat fee or retainer and focuses on tax planning, small business owners and real estate investors.

Page: https://find.wellspent.co/advisors/joe-vecchio/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Shore Financial Planning, LLC
- **Based in:** Monmouth Beach, New Jersey
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $54.6M across 309 accounts
- **Credentials:** CFP, CPA, MBA, PFS
- **Specialties:** Tax planning, Small business owners, Real estate investors
- **Works with:** Founders, Executives, High earners
- **Firm size:** 3 employees
- **Website:** http://shorefp.com

## Frequently asked questions

### Is Joe Vecchio a fee-only financial advisor?

Yes. Joe Vecchio is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Joe charge for financial advice?

Joe charges a flat fee or retainer.

### Where is Joe Vecchio based?

Joe Vecchio is based in Monmouth Beach, New Jersey.

### What does Joe specialize in?

Joe's specialties include tax planning, small business owners and real estate investors. Joe works with founders, executives and high earners.

### What credentials does Joe Vecchio hold?

Joe Vecchio holds the CFP, CPA, MBA and PFS credentials.

### How much does Shore Financial Planning, LLC manage?

Shore Financial Planning, LLC reports $54.6M across 309 accounts in assets under management.

### How do I contact Joe Vecchio?

Through Joe's website, shorefp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/joe-vecchio-11484): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.shorefp.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.