Jerry Firebaugh
Wayne Firebaugh · Roanoke, Virginia
Jerry Firebaugh is a fee-only financial advisor at Wayne Firebaugh in Roanoke, Virginia, who holds the CFP credential. Jerry focuses on retirement planning, tax planning and small business owners. Wayne Firebaugh reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Wayne Firebaugh |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $90.0M across 405 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, VA · CRD 2872758 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.waynefirebaugh.com |
| Profile |
How Jerry's firm compares
- Wayne Firebaugh's average account is about $222,000, from its Form ADV (assets managed divided by 405 accounts).
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Questions about Jerry
Is Jerry Firebaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Wayne Firebaugh reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Wayne Firebaugh, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jerry Firebaugh based?
Jerry Firebaugh is based in Roanoke, Virginia.
What does Jerry specialize in?
Jerry's specialties include retirement planning, tax planning and small business owners.
What credentials does Jerry Firebaugh hold?
Jerry Firebaugh holds the CFP credential.
Is Jerry Firebaugh registered with the SEC?
Yes. Jerry Firebaugh is registered as an investment adviser representative in GA and VA (CRD 2872758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wayne Firebaugh manage?
Wayne Firebaugh reports $90.0M across 405 accounts in assets under management.
How do I contact Jerry Firebaugh?
Through Jerry's website, www.waynefirebaugh.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
- Wayne Firebaugh 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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