# Jeffrey Zappone

> Jeffrey Zappone is a fee-only financial advisor at Chair Six Financial | Financial Planning in Spokane, Washington, who holds the PFS credential. Jeffrey focuses on retirement planning, estate & legacy planning and tax planning. Chair Six Financial | Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Chair Six Financial | Financial Planning
- **Based in:** Spokane, Washington
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.9M across 32 accounts
- **Credentials:** PFS
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **CRD:** 6582271 (https://adviserinfo.sec.gov/individual/summary/6582271)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://chairsixfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Chair Six Financial | Financial Planning 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, Chair Six Financial | Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Zappone based?

Jeffrey Zappone is based in Spokane, Washington.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning.

### What credentials does Jeffrey Zappone hold?

Jeffrey Zappone holds the PFS credential.

### Is Jeffrey Zappone registered with the SEC?

Yes. Jeffrey Zappone is registered as an investment adviser representative in WA (CRD 6582271), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chair Six Financial | Financial Planning manage?

Chair Six Financial | Financial Planning reports $4.9M across 32 accounts in assets under management.

### How do I contact Jeffrey Zappone?

Through Jeffrey's website, chairsixfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6582271): 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 (http://chairsixfinancial.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.