# Robert B Walsh

> Robert B Walsh is a fee-only financial advisor at Lighthouse Financial Advisors, Inc. in Red Bank, New Jersey, who holds the CDFA, CFP and CPA/PFS credentials. Robert B charges a flat fee or retainer and an ongoing planning fee and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Lighthouse Financial Advisors, Inc.
- **Based in:** Red Bank, New Jersey
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Assets under management (firm):** $1.11B across 2,475 accounts
- **Credentials:** CDFA, CFP, CPA/PFS, CRPC
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 4554605 (https://adviserinfo.sec.gov/individual/summary/4554605)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://lfadvisors.com

## Frequently asked questions

### Is Robert B Walsh a fee-only financial advisor?

Yes. Robert B Walsh is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert B's firm.

### How does Robert B charge for financial advice?

Robert B charges a flat fee or retainer and an ongoing planning fee.

### Where is Robert B Walsh based?

Robert B Walsh is based in Red Bank, New Jersey.

### What does Robert B specialize in?

Robert B's specialties include tax planning and estate & legacy planning.

### What credentials does Robert B Walsh hold?

Robert B Walsh holds the CDFA, CFP, CPA/PFS and CRPC credentials.

### Is Robert B Walsh registered with the SEC?

Yes. Robert B Walsh is registered as an investment adviser representative in NJ and TX (CRD 4554605), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Lighthouse Financial Advisors, Inc. manage?

Lighthouse Financial Advisors, Inc. reports $1.11B across 2,475 accounts in assets under management.

### How do I contact Robert B Walsh?

Through Robert B's website, lfadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/757): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://lfadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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