Jeffrey Zappone
Chair Six Financial | Financial Planning · Spokane, Washington
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.
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Specialties
Facts
| Firm | Chair Six Financial | Financial Planning |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $4.9M across 32 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in WA · CRD 6582271 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | chairsixfinancial.com |
How Jeffrey's firm compares
- Chair Six Financial | Financial Planning's average account is about $152,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Jeffrey
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.
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
- Chair Six Financial | Financial Planning 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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