Joseph Vecchio is a CFP, PFS-designated registered investment advisor at Shore Financial Planning, based in Monmouth Beach, NJ, with 27 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 69 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shore Financial Planning offers wealth management services that include investment management. The fee for wealth management services is a fixed fee ranging from $5,000 to $100,000 for the initial year, depending on the services needed, the types of services, and the extent to which the services are needed. Renewal fees are calculated in the same manner as the initial year’s fee.
Contact
Joseph Vecchio
Location
29 Beach Road, Suite 206, Monmouth Beach, NJ, 07750-1363
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph is the Managing Member/CCO/IAR of Shore Financial Planning, LLC, a tax-focused, fee-only comprehensive financial planning firm. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Shore Financial Planning
Previous Registrations
Calton & Associates, INC.
Biltmore International CorporationBroker
Oscar Gruss & Son, IncorporatedBroker
Forge Financial Group, INC.Broker
Hill Thompson Magid, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Shore Financial firmly believes that many people are being exploited and neglected by financial salespeople who are merely motivated by quotas, product sales and commission-based income! Shore Financial Planning was founded to provide peace of mind through conflict-free, value-added advice.