Jeffrey Ivy
Vestis Advisors · Houston, Texas
Jeffrey Ivy is a fee-only financial advisor at Vestis Advisors in Houston, Texas, who holds the CFP credential. Vestis Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Vestis Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $10.8M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4924749 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jeffrey's firm compares
- Vestis Advisors's average account is about $299,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Jeffrey
Is Jeffrey Ivy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Vestis 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, Vestis Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeffrey Ivy based?
Jeffrey Ivy is based in Houston, Texas.
What credentials does Jeffrey Ivy hold?
Jeffrey Ivy holds the CFP credential.
Is Jeffrey Ivy registered with the SEC?
Yes. Jeffrey Ivy is registered as an investment adviser representative in TX (CRD 4924749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vestis Advisors manage?
Vestis Advisors reports $10.8M across 36 accounts in assets under management.
How do I contact Jeffrey Ivy?
Contact details aren't on file yet. Search for Vestis Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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