Jill Wood
FreeWood Private Wealth Management · Powell, Ohio
Jill Wood is a fee-only financial advisor at FreeWood Private Wealth Management in Powell, Ohio. Jill focuses on retirement planning, estate & legacy planning and family wealth transfer. FreeWood Private Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | FreeWood Private Wealth Management |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $61.8M across 106 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 5576635 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.freewoodwealth.com |
| Profile |
How Jill's firm compares
- FreeWood Private Wealth Management's average account is about $583,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about Jill
Is Jill Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jill holds no broker registration, and FreeWood Private Wealth Management 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's firm, FreeWood Private Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jill Wood based?
Jill Wood is based in Powell, Ohio.
What does Jill specialize in?
Jill's specialties include retirement planning, estate & legacy planning and family wealth transfer. Jill works with high earners.
Is Jill Wood registered with the SEC?
Yes. Jill Wood is registered as an investment adviser representative in OH and TX (CRD 5576635), 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 FreeWood Private Wealth Management manage?
FreeWood Private Wealth Management reports $61.8M across 106 accounts in assets under management.
How do I contact Jill Wood?
Through Jill's website, www.freewoodwealth.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
- FreeWood Private 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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