# Jesse Geary

> Jesse Geary is a fee-only financial advisor at Geddi Capital in Ann Arbor, Michigan. Jesse charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning and student loans.

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

## Facts

- **Firm:** Geddi Capital
- **Based in:** Ann Arbor, Michigan
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $3.1M across 76 accounts
- **Specialties:** Retirement planning, Student loans
- **CRD:** 7342655 (https://adviserinfo.sec.gov/individual/summary/7342655)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://geddicapital.com

## Frequently asked questions

### Is Jesse Geary a fee-only financial advisor?

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

### How does Jesse charge for financial advice?

Jesse charges a percentage of assets.

### How much does Jesse charge?

According to Geddi Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is Jesse Geary based?

Jesse Geary is based in Ann Arbor, Michigan.

### What does Jesse specialize in?

Jesse's specialties include retirement planning and student loans.

### Is Jesse Geary registered with the SEC?

Yes. Jesse Geary is registered as an investment adviser representative in MI and TX (CRD 7342655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Geddi Capital manage?

Geddi Capital reports $3.1M across 76 accounts in assets under management.

### How do I contact Jesse Geary?

Through Jesse's website, geddicapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7342655): 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://geddicapital.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.