OV
CFP
OV
CFP

Oleksandr Vetoshko

1 Year of Experience
Red Bank, NJ

Oleksandr Vetoshko is a CFP-designated registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 1 years of industry experience. Oleksandr 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, Investment Management, and 2 more. Their firm serves 395 clients with $870M in assets under management.

Compensation
Fixed/Hourly
Firm Size
4 advisors
Number of Clients
395 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$869.2M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000

Lighthouse Financial Advisors offers wealth management services for an annual fee that is negotiable and depends on factors such as the scope and complexity of the service, the amount of assets under management, and the qualifications of the professional providing services. Lighthouse generally requires a minimum annual fee of $6,000 for wealth management services. The fee will not exceed 2% of the client’s investment assets under Lighthouse’s advisement.

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Location

3 Harding Road, Suite B, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lighthouse Financial Advisors, INC.
April 2024 - Present · 2 yrs
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Oleksandr Vetoshko - Financial Advisor | TrueAdvisor