Jeff Poole
Wealth Analytics · San Clemente, California
Jeff Poole is a fee-only financial advisor at Wealth Analytics in San Clemente, California. Jeff focuses on retirement planning, tax planning and estate & legacy planning. Wealth Analytics reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | Wealth Analytics |
|---|---|
| Based in | San Clemente, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $750,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $316.0M across 494 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2953212 |
| Exams passed | Series 66 (2000) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | wealthanalytics.com |
| Profile |
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Questions about Jeff
Is Jeff Poole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Wealth Analytics reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Wealth Analytics, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jeff charge?
According to Wealth Analytics's website, checked October 30, 2026: a $750,000 asset minimum.
Where is Jeff Poole based?
Jeff Poole is based in San Clemente, California.
What does Jeff specialize in?
Jeff's specialties include retirement planning, tax planning and estate & legacy planning. Jeff works with retirees, pre-retirees and tech employees.
Is Jeff Poole registered with the SEC?
Yes. Jeff Poole is registered as an investment adviser representative in CA and TX (CRD 2953212), 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 Wealth Analytics manage?
Wealth Analytics reports $316.0M across 494 accounts in assets under management.
How do I contact Jeff Poole?
Through Jeff's website, wealthanalytics.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wealth Analytics website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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