Jennifer Sokolowski
Metis Wealth · Bluffton, South Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $114.9M across 228 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, SC, TX · CRD 6882692 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | metiswealthllc.com |
| Profile |
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Questions about Jennifer
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.
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
- Metis Wealth 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.
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