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Wellspent public graph/Firms/Jaskolka Financial
Firm

Jaskolka Financial

Virginia Beach, Virginia

Fee-only

Jaskolka Financial at a glance

  • One of 305 fee-only firms based in Virginia in the Wellspent graph.
  • 1 advisor is listed here.
  • Its Form ADV reports 1 employee and 28 individual clients, 5 of them high net worth.
  • Its average account is about $288,000 (assets it manages divided by its 51 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Based inVirginia Beach, Virginia
Websitejaskolkafinancial.com
Phone(814) 688-2342

Jaskolka Financial fees

Jaskolka Financial 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 byPercentage of assets · Hourly
Assets managed$15 million
Individual clients23
High-net-worth clients5
Accounts managed51
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedJanuary 12, 2026
SEC recordCRD 335711

Advisors at this firm (1)