# Jennifer Sokolowski

> Jennifer Sokolowski is a fee-only financial advisor at Metis Wealth in Bluffton, South Carolina, who holds the CFP credential. Jennifer charges a percentage of assets and hourly fees ($300 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Metis Wealth
- **Based in:** Bluffton, South Carolina
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $300 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $114.9M across 228 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6882692 (https://adviserinfo.sec.gov/individual/summary/6882692)
- **SEC registration:** Investment adviser representative in NY, SC, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://metiswealthllc.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Metis Wealth 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 a percentage of assets and hourly fees.

### How much does Jennifer charge?

According to Metis Wealth's website, checked October 30, 2026: $300 an hour; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is Jennifer Sokolowski based?

Jennifer Sokolowski is based in Bluffton, South Carolina.

### What does Jennifer specialize in?

Jennifer's specialties include retirement planning and tax planning. Jennifer works with retirees and pre-retirees.

### What credentials does Jennifer Sokolowski hold?

Jennifer Sokolowski holds the CFP credential.

### Is Jennifer Sokolowski registered with the SEC?

Yes. Jennifer Sokolowski is registered as an investment adviser representative in NY, SC and TX (CRD 6882692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Metis Wealth manage?

Metis Wealth reports $114.9M across 228 accounts in assets under management.

### How do I contact Jennifer Sokolowski?

Through Jennifer's website, metiswealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6882692): 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.metiswealthllc.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.