# Thomas Duffy

> Thomas Duffy is a fee-only financial advisor at Jersey Shore Financial Advisors, LLC in Princeton, New Jersey, who holds the CDFA, CFP and CRPC credentials. Jersey Shore Financial Advisors, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Jersey Shore Financial Advisors, LLC
- **Based in:** Princeton, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $32.7M across 40 accounts
- **Credentials:** CDFA, CFP, CRPC, MBA
- **CRD:** 2552103 (https://adviserinfo.sec.gov/individual/summary/2552103)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1995)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jerseyshorefa.us1.advisor.ws/what-we-do

## Frequently asked questions

### Is Thomas Duffy a fee-only financial advisor?

Yes. Thomas Duffy 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 Thomas's firm.

### How does Thomas charge for financial advice?

Thomas's firm, Jersey Shore Financial Advisors, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Thomas Duffy based?

Thomas Duffy is based in Princeton, New Jersey.

### What credentials does Thomas Duffy hold?

Thomas Duffy holds the CDFA, CFP, CRPC and MBA credentials.

### Is Thomas Duffy registered with the SEC?

Yes. Thomas Duffy is registered as an investment adviser representative in NJ (CRD 2552103), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Jersey Shore Financial Advisors, LLC manage?

Jersey Shore Financial Advisors, LLC reports $32.7M across 40 accounts in assets under management.

### How do I contact Thomas Duffy?

Through Thomas's website, jerseyshorefa.us1.advisor.ws/what-we-do.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6871): 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

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