Lucas Carey is a CFP-designated registered investment advisor at Shore Financial Planning, based in Monmouth Beach, NJ, with 15 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 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.
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.
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Current Registrations
Shore Financial Planning
Previous Registrations
Lighthouse Financial Advisors, INC.
State Registrations1 state
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