# Jake Mossing

> Jake Mossing is a fee-only financial advisor at Annuity Answers in Toledo, Ohio, who holds the CFA credential. Jake charges a percentage of assets and a one-time planning fee and focuses on family wealth transfer and retirement planning.

Page: https://find.wellspent.co/advisors/jake-mossing/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Annuity Answers
- **Based in:** Toledo, Ohio
- **Fee model:** Percentage of assets; One-time planning fee
- **Assets under management (firm):** $100M - $500M
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Retirement planning
- **Works with:** Multi-generational families, Retirees, Early-career professionals
- **Website:** https://www.annuityanswers.com/

## About

We have has helped over 10,000 families navigate the complex world of annuities. We've maintained a perfect record - zero complaints with the Better Business Bureau, an A+ rating, and thousands of satisfied clients who trust us with their life savings.

## Frequently asked questions

### Is Jake Mossing a fee-only financial advisor?

Yes. Jake Mossing is listed in the public advisor directory (listed as fee-only).

### How does Jake charge for financial advice?

Jake charges a percentage of assets and a one-time planning fee.

### Where is Jake Mossing based?

Jake Mossing is based in Toledo, Ohio.

### What does Jake specialize in?

Jake's specialties include family wealth transfer and retirement planning. Jake works with multi-generational families, retirees and early-career professionals.

### What credentials does Jake Mossing hold?

Jake Mossing holds the CFA credential.

### How much does Annuity Answers manage?

Annuity Answers reports $100M - $500M in assets under management.

### How do I contact Jake Mossing?

Through Jake's website, www.annuityanswers.com.

## Sources

- Public advisor directory: listed as fee-only

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