# Jenna Israni

> Jenna Israni is a fee-only financial advisor at TFC Financial in Boston, Massachusetts, who holds the ChFC credential. Jenna focuses on retirement planning, tax planning and estate & legacy planning. TFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** TFC Financial
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.78B across 1,619 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners, Divorce financial planning, Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families, Divorced individuals, Pre-retirees
- **CRD:** 8045035 (https://adviserinfo.sec.gov/individual/summary/8045035)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.tfcfinancial.com/

## Frequently asked questions

### Is Jenna Israni a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jenna holds no broker registration, and TFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jenna charge for financial advice?

Jenna's firm, TFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jenna Israni based?

Jenna Israni is based in Boston, Massachusetts.

### What does Jenna specialize in?

Jenna's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Jenna works with founders, executives, multi-generational families, divorced individuals and pre-retirees.

### What credentials does Jenna Israni hold?

Jenna Israni holds the ChFC credential.

### Is Jenna Israni registered with the SEC?

Yes. Jenna Israni is registered as an investment adviser representative in MA (CRD 8045035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TFC Financial manage?

TFC Financial reports $1.78B across 1,619 accounts in assets under management.

### How do I contact Jenna Israni?

Through Jenna's website, www.tfcfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8045035): 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 (https://tfcfinancial.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.