# Jake Schoenfeld

> Jake Schoenfeld is a fee-only financial advisor at TritonPoint Wealth in Chevy Chase, Maryland. TritonPoint Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jake-schoenfeld/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TritonPoint Wealth
- **Based in:** Chevy Chase, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.55B across 2,113 accounts
- **CRD:** 5799437 (https://adviserinfo.sec.gov/individual/summary/5799437)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2022)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.tritonpointwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and TritonPoint Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jake charge for financial advice?

Jake's firm, TritonPoint Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jake Schoenfeld based?

Jake Schoenfeld is based in Chevy Chase, Maryland.

### Is Jake Schoenfeld registered with the SEC?

Yes. Jake Schoenfeld is registered as an investment adviser representative in MD (CRD 5799437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TritonPoint Wealth manage?

TritonPoint Wealth reports $1.55B across 2,113 accounts in assets under management.

### How do I contact Jake Schoenfeld?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5799437): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tritonpointwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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