# Jean-Andre Corpuz

> Jean-Andre Corpuz is a fee-only financial advisor at Eagle Bay Family Office in New York, New York. Jean-Andre focuses on estate & legacy planning, family wealth transfer and tax planning. Eagle Bay Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jean-andre-corpuz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eagle Bay Family Office
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $680.8M across 475 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Tax planning
- **Works with:** Multi-generational families
- **CRD:** 2447459 (https://adviserinfo.sec.gov/individual/summary/2447459)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2015), Series 65 (2024)
- **Firm size:** 15 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.eaglebayfamilyoffice.com

## Frequently asked questions

### Is Jean-Andre Corpuz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jean-Andre holds no broker registration, and Eagle Bay Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jean-Andre charge for financial advice?

Jean-Andre's firm, Eagle Bay Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jean-Andre Corpuz based?

Jean-Andre Corpuz is based in New York, New York.

### What does Jean-Andre specialize in?

Jean-Andre's specialties include estate & legacy planning, family wealth transfer and tax planning. Jean-Andre works with multi-generational families.

### Is Jean-Andre Corpuz registered with the SEC?

Yes. Jean-Andre Corpuz is registered as an investment adviser representative in NY (CRD 2447459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eagle Bay Family Office manage?

Eagle Bay Family Office reports $680.8M across 475 accounts in assets under management.

### How do I contact Jean-Andre Corpuz?

Through Jean-Andre's website, www.eaglebayfamilyoffice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2447459): 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
- The firm's website (https://eaglebayfamilyoffice.com/): specialties, clients served, and fees, checked October 30, 2026

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