Firm
Shore Financial Planning, LLC
Monmouth Beach, New Jersey
Fee-only
Shore Financial Planning, LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 67 individual clients.
- Its average account is about $177,000 (assets it manages divided by its 309 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Monmouth Beach, New Jersey |
|---|---|
| Website | shorefp.com |
| [email protected] | |
| Phone | (732) 704-8982 |
Shore Financial Planning, LLC fees
Shore Financial Planning, LLC 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. 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 | Fixed fees |
|---|---|
| Assets managed | $55 million |
| Individual clients | 67 |
| Accounts managed | 309 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 299824 |
Advisors at this firm (2)
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