Firm
Jackson Wealth Management
Castle Rock, Colorado
Fee-only
Jackson Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 126 individual clients, 32 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 380 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Castle Rock, Colorado |
|---|---|
| Website | jacksonwealthmanagement.net |
| Phone | (303) 808-5229 |
Jackson Wealth Management fees
Jackson Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $107 million |
| Individual clients | 94 |
| High-net-worth clients | 32 |
| Accounts managed | 380 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-136322) |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 310496 |