# Jared Jameson

> Jared Jameson is a fee-only financial advisor at WJ Interests, LLC in Sugar Land, Texas, who holds the CFP and MBA credentials. Jared charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 0.65% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** WJ Interests, LLC
- **Based in:** Sugar Land, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; 0.65% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $633.5M across 828 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Founders
- **CRD:** 4489225 (https://adviserinfo.sec.gov/individual/summary/4489225)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://wjwealth.com

## Frequently asked questions

### Is Jared Jameson a fee-only financial advisor?

Yes. Jared Jameson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jared's firm.

### How does Jared charge for financial advice?

Jared charges a percentage of assets and an ongoing planning fee.

### How much does Jared charge?

According to WJ Interests, LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; 0.65% a year on the first tier of assets managed.

### Where is Jared Jameson based?

Jared Jameson is based in Sugar Land, Texas.

### What does Jared specialize in?

Jared's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Jared works with retirees and founders.

### What credentials does Jared Jameson hold?

Jared Jameson holds the CFP and MBA credentials.

### Is Jared Jameson registered with the SEC?

Yes. Jared Jameson is registered as an investment adviser representative in TX (CRD 4489225), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does WJ Interests, LLC manage?

WJ Interests, LLC reports $633.5M across 828 accounts in assets under management.

### How do I contact Jared Jameson?

Through Jared's website, wjwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5919): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wjwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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