Jay Zigmont
Childfree Wealth · Mount Juliet, Tennessee
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.
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Specialties
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 |
| Assets under management | $20.7M across 56 accounts |
| Credentials | CFP · PhD · MBA |
| SEC registration | Investment adviser representative in CA, IL, LA, MA, MS, NE, TN, TX · CRD 7430594 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | childfreewealth.com |
| Profile |
How Jay's firm compares
- Ongoing planning starts at $5,000 a year, above the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $250, below the Tennessee median of $2,000 for fee-only firms that publish prices.
- Childfree Wealth's average account is about $370,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Jay
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Childfree Wealth 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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