Tom Duffy
Jersey Shore Financial Advisors LLC · Red Bank, New Jersey
Tom Duffy is a fee-only financial advisor at Jersey Shore Financial Advisors LLC in Red Bank, New Jersey, who holds the CFP, CDFA and MBA credentials. Tom charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,200 a year and one-time plans from $600) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Jersey Shore Financial Advisors LLC |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,200 a year · One-time plans from $600 · A $2,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $32.7M across 40 accounts |
| Credentials | CFP · CDFA · MBA · CRPC |
| Firm size | 1 employee |
| Website | myfamilyfiduciary.com |
| Profile |
How Tom's firm compares
- Ongoing planning starts at $10,200 a year, above the New Jersey median of $7,450 for fee-only firms that publish prices.
- A one-time plan starts at $600, below the New Jersey median of $2,500 for fee-only firms that publish prices.
- Jersey Shore Financial Advisors LLC's average account is about $818,000, from its Form ADV (assets managed divided by 40 accounts).
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Questions about Tom
Is Tom Duffy a fee-only financial advisor?
Yes. Tom Duffy is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Tom charge for financial advice?
Tom charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Tom charge?
According to Jersey Shore Financial Advisors LLC's website, checked October 28, 2026: ongoing planning from $10,200 a year; one-time plans from $600; a $2,000,000 asset minimum.
Does Tom work with clients virtually?
Yes. Jersey Shore Financial Advisors LLC says on its website that it works with clients remotely.
Where is Tom Duffy based?
Tom Duffy is based in Red Bank, New Jersey.
What does Tom specialize in?
Tom's specialties include retirement planning, tax planning, estate & legacy planning and flat-fee planning. Tom works with retirees, pre-retirees and divorced individuals.
What credentials does Tom Duffy hold?
Tom Duffy holds the CFP, CDFA, MBA and CRPC credentials.
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 Tom Duffy?
Through Tom's website, myfamilyfiduciary.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Jersey Shore Financial Advisors LLC 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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