# Eric Jochimsen

> Eric Jochimsen is a fee-only financial advisor at JBY Financial Planning in Sun Prairie, Wisconsin, who holds the CFP credential. Eric charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,800 a year) and focuses on pension planning, small business owners and tax planning.

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

## Facts

- **Firm:** JBY Financial Planning
- **Based in:** Sun Prairie, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $730K across 21 accounts
- **Credentials:** CFP
- **Specialties:** Pension planning, Small business owners, Tax planning, Retirement planning
- **Works with:** Early-career professionals
- **CRD:** 6539442 (https://adviserinfo.sec.gov/individual/summary/6539442)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jbyfinancialplanning.com

## Frequently asked questions

### Is Eric Jochimsen a fee-only financial advisor?

Yes. Eric Jochimsen 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 Eric's firm.

### How does Eric charge for financial advice?

Eric charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Eric charge?

According to JBY Financial Planning's website, checked October 28, 2026: ongoing planning from $1,800 a year.

### Does Eric work with clients virtually?

Yes. JBY Financial Planning says on its website that it works with clients remotely.

### Where is Eric Jochimsen based?

Eric Jochimsen is based in Sun Prairie, Wisconsin.

### What does Eric specialize in?

Eric's specialties include pension planning, small business owners, tax planning and retirement planning. Eric works with early-career professionals.

### What credentials does Eric Jochimsen hold?

Eric Jochimsen holds the CFP credential.

### Is Eric Jochimsen registered with the SEC?

Yes. Eric Jochimsen is registered as an investment adviser representative in WI (CRD 6539442), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JBY Financial Planning manage?

JBY Financial Planning reports $730K across 21 accounts in assets under management.

### How do I contact Eric Jochimsen?

Through Eric's website, jbyfinancialplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/eric-jochimsen-32449): 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.jbyfinancialplanning.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.