Stephen Jimenez
Peerless Wealth · Columbus, Ohio
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.
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Specialties
Who they serve
- Physicians
- Executives
- High earners
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Peerless Wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $148.7M across 421 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 1260221 |
| Exams passed | Series 63 (2023) · Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | peerless-wealth.com |
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Questions about Stephen
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.
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
- Peerless Wealth 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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