Lighthouse Financial Advisors, Inc.

Lighthouse Financial Advisors, Inc. at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 9 employees and 429 individual clients, 208 of them high net worth.
• Its average account is about $450,000 (assets it manages divided by its 2,475 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Lighthouse Financial Advisors, Inc. fees

Lighthouse Financial Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. 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

Advisors at this firm (4)

• Brennan Guli

• Louis Rettino

• Robert B Walsh

  CDFA · CFP · CPA/PFS

• Steven Tyson

  CFP

Other fee-only firms in Red Bank

• RDM Capital
• Salvus Wealth Management
• Stembrook Asset Management
• VAP Wealth Advisors
• Withum Wealth Management
• Zynergy Retirement Planning
• Atlas Private Wealth Advisors
• Buttfield & Associates

Fee-only advisors in New Jersey