Thomas J. Duffy, CFP®, MBA Jersey Shore Financial Advisors LLC
- Virtual or 55 Gilbert Street N, Suite 3103 , Tinton Falls, NJ 07701
- (732) 229-7489
- http://www.myfamilyfiduciary.com/
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
