# Fee-only financial advisors in Red Bank, New Jersey > Start with a fee-only advisor in Red Bank whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert B Walsh of Lighthouse Financial Advisors, Inc., Sean Severson of Withum Wealth Management and Tom Duffy of Jersey Shore Financial Advisors LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-jersey/red-bank/ 30 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Red Bank? Start with a fee-only advisor in Red Bank whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Robert B Walsh of Lighthouse Financial Advisors, Inc., Sean Severson of Withum Wealth Management and Tom Duffy of Jersey Shore Financial Advisors LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Red Bank are there? The Wellspent public graph lists 30 fee-only advisors in Red Bank, at 15 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Red Bank focus on? The most common focus among fee-only advisors in Red Bank is people close to retirement (8), followed by estate planning (7) and retirement planning (6). Advisors can list more than one. ## How do fee-only advisors in Red Bank charge? The most common fee among fee-only advisors in Red Bank is a percentage of assets, used by 80% of the 30 with fees on file. Many use more than one: 67% charge fixed fees and 30% charge by the hour. ## How much do fee-only financial advisors charge in New Jersey? Fee-only financial advisors in New Jersey charge a median of $7,450 a year for ongoing planning. We found this across the published prices of 17 New Jersey firms. ## How many fee-only advisors in Red Bank hold the CFP? 47% of the 30 fee-only advisors in Red Bank hold the CFP certification, based on the credentials listed on each record. ## Does New Jersey tax income on top of federal tax? Yes. New Jersey has a state income tax, so a financial plan for a New Jersey resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Red Bank? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Tom Duffy](https://find.wellspent.co/advisors/tom-duffy.md) | Jersey Shore Financial Advisors LLC | Red Bank, New Jersey | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Robert B Walsh](https://find.wellspent.co/advisors/robert-b-walsh.md) | Lighthouse Financial Advisors, Inc. | Red Bank, New Jersey | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing planning fee | | [Thomas Kosinski](https://find.wellspent.co/advisors/thomas-kosinski.md) | Stembrook Asset Management | Red Bank, New Jersey | | Percentage of assets | | [Jesse Celeste](https://find.wellspent.co/advisors/jesse-celeste.md) | Artistic Wealth | Red Bank, New Jersey | | Percentage of assets, Flat fee or retainer, Hourly, Subscription | | [Matthew Larocca](https://find.wellspent.co/advisors/matthew-larocca.md) | RDM Capital | Red Bank, New Jersey | CFP | Percentage of assets | | [Daniel Evans](https://find.wellspent.co/advisors/daniel-evans-7390383.md) | Withum Wealth Management | Red Bank, New Jersey | CFP | Percentage of assets | | [Sean Severson](https://find.wellspent.co/advisors/sean-severson.md) | Withum Wealth Management | Red Bank, New Jersey | CFP, CFA | Percentage of assets | | [David Berkowitz](https://find.wellspent.co/advisors/david-berkowitz.md) | VAP Wealth Advisors | Red Bank, New Jersey | | Percentage of assets | | [Alexander Strauss](https://find.wellspent.co/advisors/alexander-strauss.md) | RDM Capital | Red Bank, New Jersey | | Percentage of assets | | [Bruno Larocca](https://find.wellspent.co/advisors/bruno-larocca.md) | RDM Capital | Red Bank, New Jersey | | Percentage of assets | | [David Mozeika](https://find.wellspent.co/advisors/david-mozeika.md) | Tomoro | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Suarez](https://find.wellspent.co/advisors/jeremy-suarez.md) | Tomoro | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Dennis McNamara](https://find.wellspent.co/advisors/dennis-mcnamara.md) | Whealth Advisors | Red Bank, New Jersey | CFP | Fixed fees | | [Gregory Shaw](https://find.wellspent.co/advisors/gregory-shaw.md) | H&s Tax and Wealth Advisors | Red Bank, New Jersey | CFP | Percentage of assets, Fixed fees | | [Janhvi Bhatt](https://find.wellspent.co/advisors/janhvi-bhatt.md) | Zynergy Retirement Planning | Red Bank, New Jersey | CFP | Percentage of assets, Fixed fees | | [Matthew Perri](https://find.wellspent.co/advisors/matthew-perri.md) | Zynergy Retirement Planning | Red Bank, New Jersey | CFP | Percentage of assets, Fixed fees | | [Robert Joel](https://find.wellspent.co/advisors/robert-joel.md) | Salvus Wealth Management | Red Bank, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Coburn](https://find.wellspent.co/advisors/ryan-coburn.md) | Atlas Private Wealth Advisors | Red Bank, New Jersey | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Zacharczyk](https://find.wellspent.co/advisors/ryan-zacharczyk.md) | Zynergy Retirement Planning | Red Bank, New Jersey | CFP | Percentage of assets, Fixed fees | | [Scott Buttfield](https://find.wellspent.co/advisors/scott-buttfield.md) | Buttfield & Associates | Red Bank, New Jersey | CFP | Percentage of assets, Fixed fees | | [Steven Tyson](https://find.wellspent.co/advisors/steven-tyson.md) | Lighthouse Financial Advisors | Red Bank, New Jersey | CFP | Fixed fees | | [Sonja Elia](https://find.wellspent.co/advisors/sonja-elia.md) | Salvus Wealth Management | Red Bank, New Jersey | ChFC | Percentage of assets, Hourly, Fixed fees | | [Aimee Jensen](https://find.wellspent.co/advisors/aimee-jensen.md) | Salvus Wealth Management | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Brennan Guli](https://find.wellspent.co/advisors/brennan-guli.md) | Lighthouse Financial Advisors | Red Bank, New Jersey | | Fixed fees | | [Charles Harris](https://find.wellspent.co/advisors/charles-harris.md) | H&s Tax and Wealth Advisors | Red Bank, New Jersey | | Percentage of assets, Fixed fees | | [Grace Gallagher](https://find.wellspent.co/advisors/grace-gallagher.md) | Zynergy Retirement Planning | Red Bank, New Jersey | | Percentage of assets, Fixed fees | | [Jeffrey Jacobs](https://find.wellspent.co/advisors/jeffrey-jacobs-4486947.md) | Salvus Wealth Management | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | | [Louis Rettino](https://find.wellspent.co/advisors/louis-rettino.md) | Lighthouse Financial Advisors | Red Bank, New Jersey | | Fixed fees | | [Michela Zacharczyk](https://find.wellspent.co/advisors/michela-zacharczyk.md) | Zynergy Retirement Planning | Red Bank, New Jersey | | Percentage of assets, Fixed fees | | [William McNamara](https://find.wellspent.co/advisors/william-mcnamara.md) | Salvus Wealth Management | Red Bank, New Jersey | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).