# Jerod Fenton

> Jerod Fenton is a fee-only financial advisor at RED Seven Wealth Management in Escondido, California, who holds the CFP credential. Jerod focuses on retirement planning, tax planning and estate & legacy planning. RED Seven Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RED Seven Wealth Management
- **Based in:** Escondido, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.4M across 823 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Pension planning
- **Works with:** Retirees, Pre-retirees, Founders
- **CRD:** 4758999 (https://adviserinfo.sec.gov/individual/summary/4758999)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2004)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://red7wm.com

## Frequently asked questions

### Is Jerod Fenton a fee-only financial advisor?

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

### How does Jerod charge for financial advice?

Jerod's firm, RED Seven Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jerod Fenton based?

Jerod Fenton is based in Escondido, California.

### What does Jerod specialize in?

Jerod's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Jerod works with retirees, pre-retirees and founders.

### What credentials does Jerod Fenton hold?

Jerod Fenton holds the CFP credential.

### Is Jerod Fenton registered with the SEC?

Yes. Jerod Fenton is registered as an investment adviser representative in CA and TX (CRD 4758999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RED Seven Wealth Management manage?

RED Seven Wealth Management reports $104.4M across 823 accounts in assets under management.

### How do I contact Jerod Fenton?

Through Jerod's website, red7wm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4758999): 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.red7wm.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.