# Jill Schum

> Jill Schum is a fee-only financial advisor at Third Eye Associates in Red Hook, New York. Jill charges a percentage of assets and focuses on sustainable & impact investing, small business owners and retirement planning.

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

## Facts

- **Firm:** Third Eye Associates
- **Based in:** Red Hook, New York
- **Fee model:** Percentage of assets
- **Specialties:** Sustainable & impact investing, Small business owners, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Mid-life transitions
- **CRD:** 4211786 (https://adviserinfo.sec.gov/individual/summary/4211786)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.thirdeyeassociates.com

## Frequently asked questions

### Is Jill Schum a fee-only financial advisor?

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

### How does Jill charge for financial advice?

Jill charges a percentage of assets.

### Where is Jill Schum based?

Jill Schum is based in Red Hook, New York.

### What does Jill specialize in?

Jill's specialties include sustainable & impact investing, small business owners, retirement planning, estate & legacy planning and tax planning. Jill works with retirees and mid-life transitions.

### Is Jill Schum registered with the SEC?

Yes. Jill Schum is registered as an investment adviser representative in NJ and NY (CRD 4211786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Jill Schum?

Through Jill's website, www.thirdeyeassociates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4211786): 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.thirdeyeassociates.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.