Jennifer Kirby
Talisman Wealth Advisors · Mountainside, New Jersey
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.
Request an introduction to Jennifer →
Specialties
Who they serve
- Founders
- Pre-retirees
Facts
| Firm | Talisman Wealth Advisors |
|---|---|
| Based in | Mountainside, New Jersey |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $251.3M across 557 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6243626 |
| Exams passed | Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.talismanwealthadvisors.com |
| Profile |
How Jennifer's firm compares
- Talisman Wealth Advisors's average account is about $451,000, from its Form ADV (assets managed divided by 557 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
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.
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
- Talisman Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.