Jeffrey Coontz
Prudent Investor Advisors · Folsom, California
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.
Request an introduction to Jeffrey →
Specialties
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 |
| Assets under management | $1.30B across 238 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2333418 |
| Exams passed | Series 63 (1993) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | prudentllc.com |
| Profile |
How Jeffrey's firm compares
- Prudent Investor Advisors's average account is about $5.5 million, from its Form ADV (assets managed divided by 238 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
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.
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
- Prudent Investor Advisors 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.
See something wrong? Request a correction. Read our methodology.