Firm
Jersey Shore Financial Advisors, LLC
Princeton, New Jersey
Fee-only
Jersey Shore Financial Advisors, LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 10 of them high net worth.
- Its average account is about $818,000 (assets it manages divided by its 40 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Princeton, New Jersey |
|---|---|
| Website | jerseyshorefa.us1.advisor.ws/what-we-do |
| [email protected] | |
| Phone | (732) 229-7489 |
Jersey Shore Financial Advisors, LLC fees
Jersey Shore Financial Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $33 million |
| Individual clients | 28 |
| High-net-worth clients | 10 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 143748 |