Eric Jochimsen
JBY Financial Planning · Sun Prairie, Wisconsin
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $730K across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 6539442 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jbyfinancialplanning.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $1,800 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- JBY Financial Planning's average account is about $35,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Eric
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.
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
- JBY Financial Planning 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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