Joseph Vecchio
Shore Financial Planning · Monmouth Beach, New Jersey
Joseph Vecchio is a fee-only financial advisor at Shore Financial Planning in Monmouth Beach, New Jersey, who holds the CFP and PFS credentials. Shore Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Shore Financial Planning |
|---|---|
| Based in | Monmouth Beach, New Jersey |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $54.6M across 309 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in NJ · CRD 2979722 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | shorefp.com |
How Joseph's firm compares
- Shore Financial Planning's average account is about $177,000, from its Form ADV (assets managed divided by 309 accounts).
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Questions about Joseph
Is Joseph Vecchio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Shore Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Shore Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Joseph Vecchio based?
Joseph Vecchio is based in Monmouth Beach, New Jersey.
What credentials does Joseph Vecchio hold?
Joseph Vecchio holds the CFP and PFS credentials.
Is Joseph Vecchio registered with the SEC?
Yes. Joseph Vecchio is registered as an investment adviser representative in NJ (CRD 2979722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shore Financial Planning manage?
Shore Financial Planning reports $54.6M across 309 accounts in assets under management.
How do I contact Joseph Vecchio?
Through Joseph's website, shorefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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