Rachel Jennison
Paysse Jennison · Mercer Island , Washington
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.
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Facts
| Firm | Paysse Jennison |
|---|---|
| Based in | Mercer Island , Washington |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Assets under management | $64.5M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 1213697 |
| Exams passed | Series 63 (1983) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.payssejennison.com |
How Rachel's firm compares
- Paysse Jennison's average account is about $615,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Rachel
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.
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
- Paysse Jennison 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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