Jack Waltman
PYA Waltman Capital · Knoxville, Tennessee
Jack Waltman is a fee-only financial advisor at PYA Waltman Capital in Knoxville, Tennessee, who holds the CFP credential. Jack focuses on retirement planning, estate & legacy planning and tax planning. PYA Waltman Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | PYA Waltman Capital |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.01B across 1,528 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 4313008 |
| Exams passed | Series 63 (2001) · Series 65 (1999) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.pyawaltman.com |
| Profile |
How Jack's firm compares
- PYA Waltman Capital's average account is about $658,000, from its Form ADV (assets managed divided by 1,528 accounts).
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Questions about Jack
Is Jack Waltman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and PYA Waltman Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, PYA Waltman Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jack Waltman based?
Jack Waltman is based in Knoxville, Tennessee.
What does Jack specialize in?
Jack's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Jack Waltman hold?
Jack Waltman holds the CFP credential.
Is Jack Waltman registered with the SEC?
Yes. Jack Waltman is registered as an investment adviser representative in TN and TX (CRD 4313008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PYA Waltman Capital manage?
PYA Waltman Capital reports $1.01B across 1,528 accounts in assets under management.
How do I contact Jack Waltman?
Through Jack's website, www.pyawaltman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- PYA Waltman Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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