Fee-only financial advisors in Red Bank, New Jersey
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Robert B Walsh Lighthouse Financial Advisors, Inc. Holds the CFP and CPA. Fees on file: flat fee or retainer, ongoing planning fee.
- Sean Severson Withum Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Tom Duffy Jersey Shore Financial Advisors LLC Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan Coburn Atlas Private Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- Scott Buttfield Buttfield & Associates Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Dennis McNamara Whealth Advisors Holds the CFP. Fees on file: fixed fees.
By the numbers
- Advisors listed
- 30
- Firms
- 15
- Hold the CFP
- 47%
- Other credentials: CFA 3% · CPA 3% · ChFC 3%
- How they charge (of 30 with fees on file): percentage of assets 80% · fixed fees 67% · hourly 30% · flat fee or retainer 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Red Bank by what you need
- Retirement planning in New Jersey
- Estate planning in New Jersey
- Tax planning in New Jersey
- Retirees in New Jersey
- Pre-retirees in New Jersey
- Family wealth transfer in New Jersey
- Small business owners in New Jersey
- Founders in New Jersey
- Equity compensation in New Jersey
- Divorce financial planning in New Jersey
Find an advisor in New Jersey by fee, assets, or credential
Questions about fee-only advisors in Red Bank
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.
All 30 advisors in Red Bank
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tom Duffy | Jersey Shore Financial Advisors LLC | Red Bank | CFP, CDFA, MBA, CRPC | Flat fee or retainer, Ongoing planning fee |
| Robert B Walsh | Lighthouse Financial Advisors, Inc. | Red Bank | CDFA, CFP, CPA/PFS, CRPC | Flat fee or retainer, Ongoing planning fee |
| Thomas Kosinski | Stembrook Asset Management | Red Bank | Not listed | Percentage of assets |
| Jesse Celeste Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client. | Artistic Wealth | Red Bank | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Larocca | RDM Capital | Red Bank | CFP | Percentage of assets |
| Daniel Evans | Withum Wealth Management | Red Bank | CFP | Percentage of assets |
| Sean Severson | Withum Wealth Management | Red Bank | CFP, CFA | Percentage of assets |
| David Berkowitz | VAP Wealth Advisors | Red Bank | Not listed | Percentage of assets |
| Alexander Strauss | RDM Capital | Red Bank | Not listed | Percentage of assets |
| Bruno Larocca | RDM Capital | Red Bank | Not listed | Percentage of assets |
| David Mozeika | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Jeremy Suarez | Tomoro | Red Bank | Not listed | Percentage of assets, Hourly |
| Dennis McNamara | Whealth Advisors | Red Bank | CFP | Fixed fees |
| Gregory Shaw | H&s Tax and Wealth Advisors | Red Bank | CFP | Percentage of assets, Fixed fees |
| Janhvi Bhatt | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Matthew Perri | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Robert Joel | Salvus Wealth Management | Red Bank | CFP | Percentage of assets, Hourly |
| Ryan Coburn | Atlas Private Wealth Advisors | Red Bank | CFP | Percentage of assets, Hourly |
| Ryan Zacharczyk | Zynergy Retirement Planning | Red Bank | CFP | Percentage of assets, Fixed fees |
| Scott Buttfield | Buttfield & Associates | Red Bank | CFP | Percentage of assets, Fixed fees |
| Steven Tyson | Lighthouse Financial Advisors | Red Bank | CFP | Fixed fees |
| Sonja Elia | Salvus Wealth Management | Red Bank | ChFC | Percentage of assets, Hourly |
| Aimee Jensen | Salvus Wealth Management | Red Bank | Not listed | Percentage of assets, Hourly |
| Brennan Guli | Lighthouse Financial Advisors | Red Bank | Not listed | Fixed fees |
| Charles Harris | H&s Tax and Wealth Advisors | Red Bank | Not listed | Percentage of assets, Fixed fees |
| Grace Gallagher | Zynergy Retirement Planning | Red Bank | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Jacobs | Salvus Wealth Management | Red Bank | Not listed | Percentage of assets, Hourly |
| Louis Rettino | Lighthouse Financial Advisors | Red Bank | Not listed | Fixed fees |
| Michela Zacharczyk | Zynergy Retirement Planning | Red Bank | Not listed | Percentage of assets, Fixed fees |
| William McNamara | Salvus Wealth Management | Red Bank | Not listed | Percentage of assets, Hourly |
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