# Jay Zigmont

> Jay Zigmont is a fee-only financial advisor at Childfree Wealth in Mount Juliet, Tennessee, who holds the CFP, PhD and MBA credentials. Jay charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $250) and focuses on flat-fee planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Childfree Wealth
- **Based in:** Mount Juliet, Tennessee
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $250
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.7M across 56 accounts
- **Credentials:** CFP, PhD, MBA
- **Specialties:** Flat-fee planning, Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 7430594 (https://adviserinfo.sec.gov/individual/summary/7430594)
- **SEC registration:** Investment adviser representative in CA, IL, LA, MA, MS, NE, TN, TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://childfreewealth.com

## Frequently asked questions

### Is Jay Zigmont a fee-only financial advisor?

Yes. Jay Zigmont 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 Jay's firm.

### How does Jay charge for financial advice?

Jay charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Jay charge?

According to Childfree Wealth's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $250.

### Where is Jay Zigmont based?

Jay Zigmont is based in Mount Juliet, Tennessee.

### What does Jay specialize in?

Jay's specialties include flat-fee planning, estate & legacy planning, tax planning and retirement planning.

### What credentials does Jay Zigmont hold?

Jay Zigmont holds the CFP, PhD and MBA credentials.

### Is Jay Zigmont registered with the SEC?

Yes. Jay Zigmont is registered as an investment adviser representative in CA, IL, LA, MA, MS, NE, TN and TX (CRD 7430594), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Childfree Wealth manage?

Childfree Wealth reports $20.7M across 56 accounts in assets under management.

### How do I contact Jay Zigmont?

Through Jay's website, childfreewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47318): 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://childfreewealth.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.