# Jaime Bollinger

> Jaime Bollinger is a fee-only financial advisor at Susko Wealth Management, LLC in Naples, Florida, who holds the CFP and CPA credentials. Susko Wealth Management, LLC reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Susko Wealth Management, LLC
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $51.9M across 220 accounts
- **Credentials:** CFP, CPA
- **CRD:** 5863508 (https://adviserinfo.sec.gov/individual/summary/5863508)
- **SEC registration:** Investment adviser representative in FL, PA
- **Exams passed:** Series 63 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jaime Bollinger a fee-only financial advisor?

Yes. Jaime Bollinger 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 Jaime's firm.

### How does Jaime charge for financial advice?

Jaime's firm, Susko Wealth Management, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jaime Bollinger based?

Jaime Bollinger is based in Naples, Florida.

### What credentials does Jaime Bollinger hold?

Jaime Bollinger holds the CFP and CPA credentials.

### Is Jaime Bollinger registered with the SEC?

Yes. Jaime Bollinger is registered as an investment adviser representative in FL and PA (CRD 5863508), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Susko Wealth Management, LLC manage?

Susko Wealth Management, LLC reports $51.9M across 220 accounts in assets under management.

### How do I contact Jaime Bollinger?

Contact details aren't on file yet. Search for Susko Wealth Management, LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jaime-bollinger-69773): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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