Brennan Guli is a registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 16 years of industry experience. Brennan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3 Harding Road, Suite B, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lighthouse Financial Advisors, INC.
Previous Registrations
Lighthouse Financial Advisors, INC.
The Ayco Company,l.p.
State Registrations2 states
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