# Jeffrey Coontz

> Jeffrey Coontz is a fee-only financial advisor at Prudent Investor Advisors in Folsom, California. Jeffrey focuses on retirement planning, pension planning and small business owners. Prudent Investor Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Prudent Investor Advisors
- **Based in:** Folsom, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.30B across 238 accounts
- **Specialties:** Retirement planning, Pension planning, Small business owners
- **CRD:** 2333418 (https://adviserinfo.sec.gov/individual/summary/2333418)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1993)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://prudentllc.com/

## Frequently asked questions

### Is Jeffrey Coontz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Prudent Investor Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Prudent Investor Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Coontz based?

Jeffrey Coontz is based in Folsom, California.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, pension planning and small business owners.

### Is Jeffrey Coontz registered with the SEC?

Yes. Jeffrey Coontz is registered as an investment adviser representative in CA and TX (CRD 2333418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prudent Investor Advisors manage?

Prudent Investor Advisors reports $1.30B across 238 accounts in assets under management.

### How do I contact Jeffrey Coontz?

Through Jeffrey's website, prudentllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2333418): 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://prudentllc.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.