Jay Zigmont is a CFP-designated registered investment advisor at Childfree Wealth, based in Mount Juliet, TN, with 4 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 10 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Childfree Wealth's comprehensive financial planning and investment management service costs $10,000 - $15,000 per year, paid quarterly in advance. This fee includes financial planning software and regular meetings with a Childfree Wealth Specialist. The fee is negotiable. This service may be terminated with 30 days notice.
Contact
Jay Zigmont
Location
Mount Juliet, TN
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 →Other Business Activities
Jay owns Childfree Enterprises, LLC, which focuses on content creation such as books, speaking, and program design. He also owns Childfree Legacy, LLC, which provides next-of-kin services for childfree individuals.
Employment History
Current Registrations
Childfree Wealth
State Registrations8 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.