Jaime Bollinger
Susko Wealth Management, LLC · Naples, Florida
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.
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Facts
| Firm | Susko Wealth Management, LLC |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $51.9M across 220 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in FL, PA · CRD 5863508 |
| Exams passed | Series 63 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jaime's firm compares
- Susko Wealth Management, LLC's average account is about $236,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Jaime
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.
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
- 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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