Lighthouse Financial Advisors

Financial Advisor in Atlantic Highlands, NJ

Firm Info
Address: 3 Harding Rd # B, Red Bank, NJ 07701, USA
Phone: (732) 747-6697

Firm Size
Assets Under Management: $614.7 million
# of Advisors: 5
# of Clients: 1,793
Client to Advisor Ratio: 359:1
Average Account Size: $342,808
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Fixed Fees (Other than subscription)

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Lighthouse Financial Advisors, Inc. Overview

Lighthouse Financial Advisors, Inc. is a fee-only registered investment advisory firm that is headquartered in Red Bank, NJ. The firm has been in the business since 2013 and has established itself as a trusted advisor in the industry. As an investment advice only firm, Lighthouse Financial Advisors, Inc. only offers advice to its clients on how to invest their money in the most efficient and profitable way possible. The firm's portfolio management services cater to both individuals and small businesses as well as larger institutional clients. Their financial planning services help clients achieve their financial goals by developing a personalized plan that takes into account factors such as income, expenses, and long-term objectives. Additionally, their pension consulting services provide clients with guidance on how to manage their retirement funds, such as employer-sponsored 401(k) plans. Finally, Lighthouse Financial Advisors, Inc. assists clients in selecting other advisors such as attorneys or certified public accountants. This comprehensive suite of services allows clients to make informed decisions about their financial future and ensures that their investments are managed with precision and care.

Lighthouse Financial Advisors, Inc. serves a diverse range of clients with varying financial backgrounds. From individuals seeking guidance on personal finances to high net worth individuals requiring sophisticated financial planning, the firm caters to all. Additionally, Lighthouse Financial Advisors, Inc. also manages the finances of charitable organizations, helping them achieve their philanthropic goals. The fees charged by Lighthouse Financial Advisors, Inc. are dependent on the services provided to the clients. For clients seeking limited services, fixed fees are charged based on a pre-determined rate. For more comprehensive and intricate financial plans, the fees are generally based on a percentage of assets under management. However, these fees may vary depending on the services provided and the complexities of the clients' financial situation. Clients are encouraged to discuss their specific needs and financial goals with the advisors at Lighthouse Financial Advisors, Inc. to determine the appropriate fee structure for their unique financial situation.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Lighthouse Financial Advisors, Inc., there is no mention of an investment minimum.

How This Office Can Help Atlantic Highlands, NJ Residents

Lighthouse Financial Advisors is a team of experienced financial professionals that assist clients in Atlantic Highlands, NJ, by providing comprehensive financial planning and investment management services. They understand that clients in Atlantic Highlands may face unique financial challenges due to high living costs, property taxes, and fluctuating home values in the region. They work closely with clients to understand their financial goals and create customized investment strategies that can help them achieve their objectives. They also provide guidance on retirement planning, tax planning, and estate planning to ensure that clients have a well-rounded financial plan that can help them achieve long-term financial security. Additionally, they offer insurance services to protect clients from unexpected events like disability or death. With their expertise and understanding of the financial landscape in Atlantic Highlands, Lighthouse Financial Advisors provide sound financial advice that can help clients navigate through any financial uncertainty.

To view the Minimum Investment and Fee Schedule for Lighthouse Financial Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Lighthouse Financial Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Lighthouse Financial Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3 Harding Rd # B, Red Bank, NJ 07701, USA
Phone (732) 747-6697
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 3 HARDING ROAD, SUITE B, RED BANK, NJ 7701, United States

This firm has no other locations.

State Registrations

Lighthouse Financial Advisors, Inc. is registered to service clients in the following states:

  • California
  • Florida
  • Massachusetts
  • New Jersey
  • New York
  • Pennsylvania
  • Texas

Disciplinary History

Lighthouse Financial Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.