Jennifer Swindler
Money Illustrated Advisory Services · Bluffdale, Utah
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.
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Specialties
Who they serve
- Early-career professionals
- Founders
- Mid-life transitions
- Divorced individuals
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 |
| Assets under management | $4.5M across 55 accounts |
| Credentials | AFC · CDFA · CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 7520540 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | money-illustrated.com |
| Profile |
How Jennifer's firm compares
- Ongoing planning starts at $4,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $375, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Money Illustrated Advisory Services's average account is about $82,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Jennifer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Money Illustrated Advisory Services website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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