Jennipher Lommen
Wildflower Financial LLC · Santa Cruz, California
Jennipher Lommen is a fee-only financial advisor at Wildflower Financial LLC in Santa Cruz, California, who holds the BA, CFP and EA credentials. Jennipher charges an ongoing planning fee (ongoing planning from $7,200 a year) and focuses on equity compensation, tax planning and estate & legacy planning.
Request an introduction to Jennipher →
Specialties
Facts
| Firm | Wildflower Financial LLC |
|---|---|
| Based in | Santa Cruz, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year |
| Assets under management | $11.8M across 50 accounts |
| Credentials | BA · CFP · EA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6595879 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wildflowerfinancial.com |
| Profile |
How Jennipher's firm compares
- Ongoing planning starts at $7,200 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Wildflower Financial LLC's average account is about $236,000, from its Form ADV (assets managed divided by 50 accounts).
Request an introduction to Jennipher
Tell Jennipher a little about what you're looking for. Jennipher 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 Jennipher
Is Jennipher Lommen a fee-only financial advisor?
Yes. Jennipher Lommen 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 Jennipher's firm.
How does Jennipher charge for financial advice?
Jennipher charges an ongoing planning fee.
How much does Jennipher charge?
According to Wildflower Financial LLC's website, checked October 28, 2026: ongoing planning from $7,200 a year.
Where is Jennipher Lommen based?
Jennipher Lommen is based in Santa Cruz, California.
What does Jennipher specialize in?
Jennipher's specialties include equity compensation, tax planning and estate & legacy planning.
What credentials does Jennipher Lommen hold?
Jennipher Lommen holds the BA, CFP and EA credentials.
Is Jennipher Lommen registered with the SEC?
Yes. Jennipher Lommen is registered as an investment adviser representative in CA and TX (CRD 6595879), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wildflower Financial LLC manage?
Wildflower Financial LLC reports $11.8M across 50 accounts in assets under management.
How do I contact Jennipher Lommen?
Through Jennipher's website, wildflowerfinancial.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
- Wildflower Financial LLC 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.
See something wrong? Request a correction. Read our methodology.