Robert B Walsh
Lighthouse Financial Advisors, Inc. · Red Bank, New Jersey
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.
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Specialties
Facts
| Firm | Lighthouse Financial Advisors, Inc. |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Assets under management | $1.11B across 2,475 accounts |
| Credentials | CDFA · CFP · CPA/PFS · CRPC |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4554605 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | lfadvisors.com |
| Profile |
How Robert B's firm compares
- Lighthouse Financial Advisors, Inc.'s average account is about $450,000, from its Form ADV (assets managed divided by 2,475 accounts).
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Questions about Robert B
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Lighthouse Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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