# SHORE FINANCIAL PLANNING

SHORE FINANCIAL PLANNING of MONMOUTH BEACH, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 299824
- Type: SEC-registered investment adviser
- Location: 29 BEACH ROAD, MONMOUTH BEACH, NJ, 07750-1363
- Phone: 732-704-8982
- Latest filing: 2026-03-31
- Regulatory AUM: $54.6M
- Discretionary AUM: $54.6M
- Clients: 3
- Accounts: 309

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299824/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299824/similar
- Related entities: https://search.stillhousedata.com/firm/299824/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299824

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.