Sefa Mawuli
Jade & Cowry · Arlington, Virginia
Sefa Mawuli is a fee-only financial advisor at Jade & Cowry in Arlington, Virginia, who holds the CFP credential. Sefa charges a flat fee or retainer, an ongoing planning fee and hourly fees (ongoing planning from $6,300 a year and $500 an hour) and focuses on international & expat planning, equity compensation and tax planning.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- Tech employees
- Founders
Facts
| Firm | Jade & Cowry |
|---|---|
| Based in | Arlington, Virginia |
| Fee model | Flat fee or retainer · Ongoing planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $6,300 a year · $500 an hour · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $65.1M across 141 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, MD, NY, TX, VA, WA · CRD 7116724 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | jadeandcowrywealth.com |
| Profile |
How Sefa's firm compares
- Ongoing planning starts at $6,300 a year, above the Virginia median of $4,992 for fee-only firms that publish prices.
- The hourly rate is $500, above the Virginia median of $325 for fee-only firms that publish prices.
- Jade & Cowry's average account is about $462,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Sefa
Is Sefa Mawuli a fee-only financial advisor?
Yes. Sefa Mawuli is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sefa's firm.
How does Sefa charge for financial advice?
Sefa charges a flat fee or retainer, an ongoing planning fee and hourly fees.
How much does Sefa charge?
According to Jade & Cowry's website, checked October 28, 2026: ongoing planning from $6,300 a year; $500 an hour; no asset minimum.
Where is Sefa Mawuli based?
Sefa Mawuli is based in Arlington, Virginia.
What does Sefa specialize in?
Sefa's specialties include international & expat planning, equity compensation, tax planning, estate & legacy planning and small business owners. Sefa works with cross-border families, newcomers (immigration), tech employees and founders.
What credentials does Sefa Mawuli hold?
Sefa Mawuli holds the CFP credential.
Is Sefa Mawuli registered with the SEC?
Yes. Sefa Mawuli is registered as an investment adviser representative in CA, DC, MD, NY, TX, VA and WA (CRD 7116724), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Jade & Cowry manage?
Jade & Cowry reports $65.1M across 141 accounts in assets under management.
How do I contact Sefa Mawuli?
Through Sefa's website, jadeandcowrywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Jade & Cowry website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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