Jansen Davidson
Birchcreek Wealth Management · Miami Township, Ohio
Jansen Davidson is a fee-only financial advisor at Birchcreek Wealth Management in Miami Township, Ohio, who holds the CFP credential. Jansen charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Divorced individuals
Facts
| Firm | Birchcreek Wealth Management |
|---|---|
| Based in | Miami Township, Ohio |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $300.1M across 195 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7454804 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.birchcreekwealth.com |
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Questions about Jansen
Is Jansen Davidson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jansen holds no broker registration, and Birchcreek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jansen charge for financial advice?
Jansen charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Jansen charge?
According to Birchcreek Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Jansen work with clients virtually?
Yes. Birchcreek Wealth Management says on its website that it works with clients remotely.
Where is Jansen Davidson based?
Jansen Davidson is based in Miami Township, Ohio.
What does Jansen specialize in?
Jansen's specialties include retirement planning, tax planning, divorce financial planning, family wealth transfer and small business owners. Jansen works with retirees, pre-retirees, multi-generational families and divorced individuals.
What credentials does Jansen Davidson hold?
Jansen Davidson holds the CFP credential.
Is Jansen Davidson registered with the SEC?
Yes. Jansen Davidson is registered as an investment adviser representative in OH (CRD 7454804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchcreek Wealth Management manage?
Birchcreek Wealth Management reports $300.1M across 195 accounts in assets under management.
How do I contact Jansen Davidson?
Through Jansen's website, www.birchcreekwealth.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
- Birchcreek Wealth Management 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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