Alex Jankowski
Timeless Wealth, LLC · Phoenixville, Pennsylvania
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.
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Specialties
Facts
| Firm | Timeless Wealth, LLC |
|---|---|
| Based in | Phoenixville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in PA · CRD 7852421 |
| Exams passed | Series 65 (2023) · Series 63 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | timeless-wealth.com |
| Profile |
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Questions about Alex
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Timeless Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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