Jerod Fenton
RED Seven Wealth Management · Escondido, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
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 |
| Assets under management | $104.4M across 823 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4758999 |
| Exams passed | Series 63 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | red7wm.com |
| Profile |
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Questions about Jerod
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- RED Seven Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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