Thomas J. Duffy, CFP®, MBA Jersey Shore Financial Advisors LLC

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About Thomas J. Duffy, CFP®, MBA, CRPC

I am the founder and principal advisor dedicated to working with new widows/widowers who are looking to:

• understand & organize their new financial lives;
• evaluate & prioritize financial decisions;
• establish a financial life plan to live forward without fear.

I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first.

I can differentiate my firm vs most others in that I charge on a fixed-fee basis for financial planning.

A one-time financial plan costs $5,900. I do not require you to hire me to manage investments for us to work together.

For ongoing financial planning, fees begin at $8,000 and range upward to a maximum (for most situations) of $20,000. Your net worth is our proxy for complexity so for those with net worth exceeding $6 million your fee may be higher.

Although my physical location is near the beach in Eastern Monmouth county, New Jersey I can work remotely with clients regardless of location.

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Ideal Clients

  • Baby Boomers
  • Charitable Giving
  • Divorced Women
  • Widow/Widower

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $2000+/qtr
  • Flat Fee: $5900+/engagement

 

SEC Records

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