Shore Point Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For stand-alone financial planning and consulting services we charge a fixed fee that ranges between $150 - $500 and our hourly fee is $250, which is negotiable depending on the scope and complexity of the services rendered.”

Flat or project fee

$3,000

“For clients with less than $500,000 in assets with our firm, we charge an annual financial planning fee of $3,000.”

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

How Shore Point Advisors, LLC bills

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

• “Annual Fee Schedule Certain legacy clients may be billed under a different fee schedule.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Invoices are available through our client portal.”

How Shore Point Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Brielle that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the New Jersey median of $5,000. 35% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Shore Point Advisors, LLC

• Firm size: 5 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.4% a year

Clients

637

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$327,720,533

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

296848

Website

youtube.com/channel/UCANWhH2FLfeu7OInHS0aGMQ (opens in new tab)

Phone

(732) 876-3777

Can advise clients in 7 states: California, Florida, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Brielle that publish fees

• Financial FuturesBrielle$300⁠-⁠$500/hr, $2,000/qtr
• Sea Clear Financial Planning, LLCBrielle$250/hr, $5,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 3 planners in Brielle