# Jarrod Sandra

> Jarrod Sandra is a fee-only financial advisor at Chisholm Wealth Management in Burleson, Texas, who holds the CFP, CKA and MS credentials. Jarrod charges a percentage of assets (1%–1.5% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Chisholm Wealth Management
- **Based in:** Burleson, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1%–1.5% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $71.1M across 254 accounts
- **Credentials:** CFP, CKA, MS, MSFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6002210 (https://adviserinfo.sec.gov/individual/summary/6002210)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://chisholmwm.com

## Frequently asked questions

### Is Jarrod Sandra a fee-only financial advisor?

Yes. Jarrod Sandra is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jarrod's firm.

### How does Jarrod charge for financial advice?

Jarrod charges a percentage of assets.

### How much does Jarrod charge?

According to Chisholm Wealth Management's website, checked October 28, 2026: 1%–1.5% a year of assets managed.

### Does Jarrod work with clients virtually?

Yes. Chisholm Wealth Management says on its website that it works with clients remotely.

### Where is Jarrod Sandra based?

Jarrod Sandra is based in Burleson, Texas.

### What does Jarrod specialize in?

Jarrod's specialties include retirement planning, tax planning and estate & legacy planning. Jarrod works with pre-retirees and retirees.

### What credentials does Jarrod Sandra hold?

Jarrod Sandra holds the CFP, CKA, MS and MSFP credentials.

### Is Jarrod Sandra registered with the SEC?

Yes. Jarrod Sandra is registered as an investment adviser representative in LA and TX (CRD 6002210), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Chisholm Wealth Management manage?

Chisholm Wealth Management reports $71.1M across 254 accounts in assets under management.

### How do I contact Jarrod Sandra?

Through Jarrod's website, chisholmwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48210): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://chisholmwm.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.