Jared Jameson
WJ Interests, LLC · Sugar Land, Texas
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.
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Specialties
Who they serve
- Retirees
- Founders
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 |
| Assets under management | $633.5M across 828 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 4489225 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | wjwealth.com |
| Profile |
How Jared's firm compares
- Ongoing planning starts at $5,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- WJ Interests, LLC's average account is about $765,000, from its Form ADV (assets managed divided by 828 accounts).
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Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sugar Land
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- WJ Interests, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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