# Jenny Elstein

> Jenny Elstein is a fee-only financial advisor at Talisman Wealth Advisors in Mountainside, New Jersey. Jenny charges an ongoing planning fee and focuses on small business owners, founders (pre-exit) and retirement planning.

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

## Facts

- **Firm:** Talisman Wealth Advisors
- **Based in:** Mountainside, New Jersey
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $251.3M across 557 accounts
- **Specialties:** Small business owners, Founders (pre-exit), Retirement planning
- **Works with:** Founders, Pre-retirees
- **CRD:** 3055649 (https://adviserinfo.sec.gov/individual/summary/3055649)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2020), Series 65 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.talismanwealthadvisors.com

## Frequently asked questions

### Is Jenny Elstein a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jenny holds no broker registration, and Talisman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jenny charge for financial advice?

Jenny charges an ongoing planning fee.

### Where is Jenny Elstein based?

Jenny Elstein is based in Mountainside, New Jersey.

### What does Jenny specialize in?

Jenny's specialties include small business owners, founders (pre-exit) and retirement planning. Jenny works with founders and pre-retirees.

### Is Jenny Elstein registered with the SEC?

Yes. Jenny Elstein is registered as an investment adviser representative in NC (CRD 3055649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Talisman Wealth Advisors manage?

Talisman Wealth Advisors reports $251.3M across 557 accounts in assets under management.

### How do I contact Jenny Elstein?

Through Jenny's website, www.talismanwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3055649): 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.talismanwealthadvisors.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.