# Jennifer Swindler

> Jennifer Swindler is a fee-only financial advisor at Money Illustrated Advisory Services in Bluffdale, Utah, who holds the AFC, CDFA and CFP credentials. Jennifer charges a flat fee or retainer, an ongoing planning fee, hourly fees, a percentage of assets and a one-time planning fee (ongoing planning from $4,000 a year and one-time plans from $375) and focuses on flat-fee planning, divorce financial planning and small business owners.

Page: https://find.wellspent.co/advisors/jennifer-swindler/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Money Illustrated Advisory Services
- **Based in:** Bluffdale, Utah
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year; one-time plans from $375; $250 an hour; 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.5M across 55 accounts
- **Credentials:** AFC, CDFA, CFP
- **Specialties:** Flat-fee planning, Divorce financial planning, Small business owners, Student loans, Tax planning, Equity compensation
- **Works with:** Early-career professionals, Founders, Mid-life transitions, Divorced individuals
- **CRD:** 7520540 (https://adviserinfo.sec.gov/individual/summary/7520540)
- **SEC registration:** Investment adviser representative in TX, UT
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://money-illustrated.com

## Frequently asked questions

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

Yes. Jennifer Swindler is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.

### How does Jennifer charge for financial advice?

Jennifer charges a flat fee or retainer, an ongoing planning fee, hourly fees, a percentage of assets and a one-time planning fee.

### How much does Jennifer charge?

According to Money Illustrated Advisory Services's website, checked October 28, 2026: ongoing planning from $4,000 a year; one-time plans from $375; $250 an hour; 0.75% a year on the first tier of assets managed.

### Where is Jennifer Swindler based?

Jennifer Swindler is based in Bluffdale, Utah.

### What does Jennifer specialize in?

Jennifer's specialties include flat-fee planning, divorce financial planning, small business owners, student loans, tax planning and equity compensation. Jennifer works with early-career professionals, founders, mid-life transitions and divorced individuals.

### What credentials does Jennifer Swindler hold?

Jennifer Swindler holds the AFC, CDFA and CFP credentials.

### Is Jennifer Swindler registered with the SEC?

Yes. Jennifer Swindler is registered as an investment adviser representative in TX and UT (CRD 7520540), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Money Illustrated Advisory Services manage?

Money Illustrated Advisory Services reports $4.5M across 55 accounts in assets under management.

### How do I contact Jennifer Swindler?

Through Jennifer's website, money-illustrated.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51933): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.money-illustrated.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.