# Stephen Jimenez

> Stephen Jimenez is a fee-only financial advisor at Peerless Wealth in Columbus, Ohio. Stephen focuses on tax planning, retirement planning and estate & legacy planning. Peerless Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Peerless Wealth
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $148.7M across 421 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners, Cross-border (US / Canada)
- **Works with:** Physicians, Executives, High earners, Retirees, Pre-retirees, Founders
- **CRD:** 1260221 (https://adviserinfo.sec.gov/individual/summary/1260221)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (2023), Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://peerless-wealth.com

## Frequently asked questions

### Is Stephen Jimenez a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Peerless Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephen Jimenez based?

Stephen Jimenez is based in Columbus, Ohio.

### What does Stephen specialize in?

Stephen's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and cross-border (US / Canada). Stephen works with physicians, executives, high earners, retirees and pre-retirees.

### Is Stephen Jimenez registered with the SEC?

Yes. Stephen Jimenez is registered as an investment adviser representative in OH and TX (CRD 1260221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peerless Wealth manage?

Peerless Wealth reports $148.7M across 421 accounts in assets under management.

### How do I contact Stephen Jimenez?

Through Stephen's website, peerless-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1260221): 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 (http://peerless-wealth.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.