# Rachel Jennison

> Rachel Jennison is a fee-only financial advisor at Paysse Jennison in Mercer Island , Washington, who holds the CFP credential. Rachel charges hourly fees, a flat fee or retainer and a percentage of assets.

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

## Facts

- **Firm:** Paysse Jennison
- **Based in:** Mercer Island , Washington
- **Fee model:** Hourly; Flat fee or retainer; Percentage of assets
- **Assets under management (firm):** $64.5M across 105 accounts
- **Credentials:** CFP
- **CRD:** 1213697 (https://adviserinfo.sec.gov/individual/summary/1213697)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1983)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.payssejennison.com/

## Frequently asked questions

### Is Rachel Jennison a fee-only financial advisor?

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

### How does Rachel charge for financial advice?

Rachel charges hourly fees, a flat fee or retainer and a percentage of assets.

### Where is Rachel Jennison based?

Rachel Jennison is based in Mercer Island , Washington.

### What credentials does Rachel Jennison hold?

Rachel Jennison holds the CFP credential.

### Is Rachel Jennison registered with the SEC?

Yes. Rachel Jennison is registered as an investment adviser representative in WA (CRD 1213697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paysse Jennison manage?

Paysse Jennison reports $64.5M across 105 accounts in assets under management.

### How do I contact Rachel Jennison?

Through Rachel's website, www.payssejennison.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1213697): 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.payssejennison.com/Membership/Apps/v4PJennison_WF_App.aspx?ReturnURL=/#!/w/v4pjennisonwfapp?s=v4grayhomepage6holderapp): 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.