Jarrod Sandra
Chisholm Wealth Management · Burleson, Texas
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $71.1M across 254 accounts |
| Credentials | CFP · CKA · MS · MSFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6002210 |
| Exams passed | Series 66 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | chisholmwm.com |
| Profile |
How Jarrod's firm compares
- Chisholm Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Jarrod
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Chisholm Wealth Management 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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