# Emily Jaffe

> Emily Jaffe is a fee-only financial advisor at OFC Wealth Management in Short Hills, New Jersey, who holds the CFP credential. Emily focuses on retirement planning and tax planning. OFC Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/emily-jaffe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OFC Wealth Management
- **Based in:** Short Hills, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $182.8M across 369 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4462199 (https://adviserinfo.sec.gov/individual/summary/4462199)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (2001), Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.ofcwealth.com/

## Frequently asked questions

### Is Emily Jaffe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and OFC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, OFC Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Emily Jaffe based?

Emily Jaffe is based in Short Hills, New Jersey.

### What does Emily specialize in?

Emily's specialties include retirement planning and tax planning.

### What credentials does Emily Jaffe hold?

Emily Jaffe holds the CFP credential.

### Is Emily Jaffe registered with the SEC?

Yes. Emily Jaffe is registered as an investment adviser representative in NJ and TX (CRD 4462199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OFC Wealth Management manage?

OFC Wealth Management reports $182.8M across 369 accounts in assets under management.

### How do I contact Emily Jaffe?

Through Emily's website, www.ofcwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4462199): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ofcwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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