Jarrod Musick
Destiny Capital · Denver, Colorado
Jarrod Musick is a fee-only financial advisor at Destiny Capital in Denver, Colorado, who holds the CFP credential. Jarrod charges a percentage of assets and a flat fee or retainer and focuses on retirement planning, small business owners and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Destiny Capital |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $382.2M across 825 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5006561 |
| Exams passed | Series 66 (2011) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.destinycapital.com |
| Profile |
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Questions about Jarrod
Is Jarrod Musick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrod holds no broker registration, and Destiny Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrod charge for financial advice?
Jarrod charges a percentage of assets and a flat fee or retainer.
Where is Jarrod Musick based?
Jarrod Musick is based in Denver, Colorado.
What does Jarrod specialize in?
Jarrod's specialties include retirement planning, small business owners, founders (pre-exit), tax planning and estate & legacy planning. Jarrod works with pre-retirees, retirees, founders and multi-generational families.
What credentials does Jarrod Musick hold?
Jarrod Musick holds the CFP credential.
Is Jarrod Musick registered with the SEC?
Yes. Jarrod Musick is registered as an investment adviser representative in CO and TX (CRD 5006561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Destiny Capital manage?
Destiny Capital reports $382.2M across 825 accounts in assets under management.
How do I contact Jarrod Musick?
Through Jarrod's website, www.destinycapital.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
- Destiny Capital 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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