# Jeffry Cole

> Jeffry Cole is a fee-only financial advisor at Team Wealth & Tax Advisors in Temecula, California, who holds the CFP credential. Team Wealth & Tax Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffry-cole-6791844/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Team Wealth & Tax Advisors
- **Based in:** Temecula, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $251.1M across 793 accounts
- **Credentials:** CFP
- **CRD:** 6791844 (https://adviserinfo.sec.gov/individual/summary/6791844)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.wealthandtax.com/

## Frequently asked questions

### Is Jeffry Cole a fee-only financial advisor?

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

### How does Jeffry charge for financial advice?

Jeffry's firm, Team Wealth & Tax Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffry Cole based?

Jeffry Cole is based in Temecula, California.

### What credentials does Jeffry Cole hold?

Jeffry Cole holds the CFP credential.

### Is Jeffry Cole registered with the SEC?

Yes. Jeffry Cole is registered as an investment adviser representative in CA and TX (CRD 6791844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Team Wealth & Tax Advisors manage?

Team Wealth & Tax Advisors reports $251.1M across 793 accounts in assets under management.

### How do I contact Jeffry Cole?

Through Jeffry's website, www.wealthandtax.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6791844): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.