Kevin Duffy
The Private Client Advisory Group · Manasquan, New Jersey
Kevin Duffy is a fee-only financial advisor at The Private Client Advisory Group in Manasquan, New Jersey, who holds the CFP credential. The Private Client Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | The Private Client Advisory Group |
|---|---|
| Based in | Manasquan, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $57.9M across 212 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 2818776 |
| Exams passed | Series 63 (1997) · Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.thepcag.com |
How Kevin's firm compares
- The Private Client Advisory Group's average account is about $273,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Kevin
Is Kevin Duffy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and The Private Client Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, The Private Client Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Duffy based?
Kevin Duffy is based in Manasquan, New Jersey.
What credentials does Kevin Duffy hold?
Kevin Duffy holds the CFP credential.
Is Kevin Duffy registered with the SEC?
Yes. Kevin Duffy is registered as an investment adviser representative in NJ (CRD 2818776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Private Client Advisory Group manage?
The Private Client Advisory Group reports $57.9M across 212 accounts in assets under management.
How do I contact Kevin Duffy?
Through Kevin's website, www.thepcag.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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