Steven Tyson is a CFP-designated registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 4 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 429 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Financial Advisors charges an annual fee for wealth management services that covers both ongoing financial planning and investment management. The fee is based on various factors such as the scope and complexity of your situation, the amount of your portfolio, and future earning capacity.
- The annual fee for the first year typically ranges between $6,000 and $60,000, billed quarterly in advance.
- For future years, the fee may be reduced at the firm's discretion, subject to a minimum annual fee of $6,000.
- Fees will not exceed 2% of the value of your portfolio under the firm's advisement.
Location
3 Harding Road, Suite B, Red Bank, NJ, 07701
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Lighthouse Financial Advisors, INC.
State Registrations2 states
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
More Advisors
- Robert Walsh, CFPLighthouse Financial Advisors, INC.
- Steven Foerschl, ChFCEsi Financial Advisors
- James Freisen, CFPLPL Financial LLC
- Richard Dworzak, CFPBenjamin F. Edwards & Company, Incorporated
- Michael Mrotzek, CFPJanney Montgomery Scott LLC
- Gregory Spicer, CFPLPL Financial LLC