# Alex Jankowski

> Alex Jankowski is a fee-only financial advisor at Timeless Wealth, LLC in Phoenixville, Pennsylvania, who holds the CFP and CPA credentials. Alex focuses on tax planning, estate & legacy planning and retirement planning. Timeless Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alex-jankowski/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Timeless Wealth, LLC
- **Based in:** Phoenixville, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners
- **CRD:** 7852421 (https://adviserinfo.sec.gov/individual/summary/7852421)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2023), Series 63 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://timeless-wealth.com

## Frequently asked questions

### Is Alex Jankowski a fee-only financial advisor?

Yes. Alex Jankowski is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alex's firm.

### How does Alex charge for financial advice?

Alex's firm, Timeless Wealth, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alex Jankowski based?

Alex Jankowski is based in Phoenixville, Pennsylvania.

### What does Alex specialize in?

Alex's specialties include tax planning, estate & legacy planning, retirement planning and small business owners.

### What credentials does Alex Jankowski hold?

Alex Jankowski holds the CFP and CPA credentials.

### Is Alex Jankowski registered with the SEC?

Yes. Alex Jankowski is registered as an investment adviser representative in PA (CRD 7852421), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Alex Jankowski?

Through Alex's website, timeless-wealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/alex-jankowski-84754): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.timeless-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.