# Jennifer Kirby

> Jennifer Kirby is a fee-only financial advisor at Talisman Wealth Advisors in Mountainside, New Jersey. Jennifer charges an ongoing planning fee and focuses on small business owners, founders (pre-exit) and retirement planning.

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

## Facts

- **Firm:** Talisman Wealth Advisors
- **Based in:** Mountainside, New Jersey
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $251.3M across 557 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Retirement planning
- **Works with:** Founders, Pre-retirees
- **CRD:** 6243626 (https://adviserinfo.sec.gov/individual/summary/6243626)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.talismanwealthadvisors.com

## Frequently asked questions

### Is Jennifer Kirby a fee-only financial advisor?

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

### How does Jennifer charge for financial advice?

Jennifer charges an ongoing planning fee.

### Where is Jennifer Kirby based?

Jennifer Kirby is based in Mountainside, New Jersey.

### What does Jennifer specialize in?

Jennifer's specialties include small business owners, founders (pre-exit) and retirement planning. Jennifer works with founders and pre-retirees.

### Is Jennifer Kirby registered with the SEC?

Yes. Jennifer Kirby is registered as an investment adviser representative in NJ (CRD 6243626), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Talisman Wealth Advisors manage?

Talisman Wealth Advisors reports $251.3M across 557 accounts in assets under management.

### How do I contact Jennifer Kirby?

Through Jennifer's website, www.talismanwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6243626): 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://www.talismanwealthadvisors.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.