# Jessica McConnell

> Jessica McConnell is a fee-only financial advisor at Capital CS Group in Irvine, California. Jessica focuses on small business owners, equity compensation and retirement planning. Capital CS Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Capital CS Group
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $227.3M across 593 accounts
- **Specialties:** Small business owners, Equity compensation, Retirement planning, Estate & legacy planning
- **Works with:** Executives
- **CRD:** 5072569 (https://adviserinfo.sec.gov/individual/summary/5072569)
- **SEC registration:** Investment adviser representative in CA, CT, FL, LA, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.capitalcsgroup.com

## Frequently asked questions

### Is Jessica McConnell a fee-only financial advisor?

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

### How does Jessica charge for financial advice?

Jessica's firm, Capital CS Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jessica McConnell based?

Jessica McConnell is based in Irvine, California.

### What does Jessica specialize in?

Jessica's specialties include small business owners, equity compensation, retirement planning and estate & legacy planning. Jessica works with executives.

### Is Jessica McConnell registered with the SEC?

Yes. Jessica McConnell is registered as an investment adviser representative in CA, CT, FL, LA and TX (CRD 5072569), 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 Capital CS Group manage?

Capital CS Group reports $227.3M across 593 accounts in assets under management.

### How do I contact Jessica McConnell?

Through Jessica's website, www.capitalcsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5072569): 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.capitalcsgroup.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.