Lighthouse Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000⁠-⁠$50,000/yr

“This fee generally ranges between $5,000 and $50,000 per year on a flat fee basis, depending on the size of the plan, anticipated future additional assets, related accounts, complexity and scope of the engagement, and negotiations with the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lighthouse Financial Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fee for the first year of Wealth Management Services generally ranges between $6,000 and $60,000, which is payable quarterly, in advance, at the beginning of each quarter.”
• “These fees are billed in quarterly installments at the beginning of each quarter.”
• “The fee is payable in two equal installments, one-half at the signing of the agreement and the other half at the time of the consultation.”

How Lighthouse Financial Advisors, Inc.’s fees compare

• Its annual fee of $5,000-$50,000 spans the New Jersey median of $6,318. 98% of the 47 other New Jersey planners that publish an annual fee charge less.
• 2 of the 2 other planners in Red Bank that publish an annual fee charge less.

About Lighthouse Financial Advisors, Inc.

• Firm size: 9 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

429

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$1,113,936,231

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

121496

Website

lfadvisors.com (opens in new tab)

Phone

(732) 747-6680

Can advise clients in 9 states: California, Florida, Louisiana, Massachusetts, North Carolina, New Jersey, New York, Pennsylvania, Texas

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000

Compare all 18 planners in Red Bank