# Jason Skibek

> Jason Skibek is a fee-only financial advisor at Skibek Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Skibek Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-skibek/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Skibek Wealth Management
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $33.7M across 90 accounts
- **Credentials:** CFP
- **CRD:** 6259694 (https://adviserinfo.sec.gov/individual/summary/6259694)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.skibekwealth.com

## Frequently asked questions

### Is Jason Skibek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Skibek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Skibek Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jason Skibek based?

Jason Skibek is based in Charlotte, North Carolina.

### What credentials does Jason Skibek hold?

Jason Skibek holds the CFP credential.

### Is Jason Skibek registered with the SEC?

Yes. Jason Skibek is registered as an investment adviser representative in NC and TX (CRD 6259694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Skibek Wealth Management manage?

Skibek Wealth Management reports $33.7M across 90 accounts in assets under management.

### How do I contact Jason Skibek?

Through Jason's website, www.skibekwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6259694): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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