Advisor at Wildflower Financial LLC
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Firm
Wildflower Financial LLC
Location
Santa Cruz, CA 95060
Credentials
CFP®, Series 65
Industry experience
10 years
Jennipher Lommen is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Wildflower Financial LLC since 2017 and was previously with Natural Bridges Financial Advisors from 2014 to 2017. Wildflower Financial provides comprehensive financial life planning and investment management for individuals and families, including higher-net-worth clients. The firm uses a passive, globally diversified investment approach with low-cost index funds and ETFs, emphasizes tax efficiency, and operates primarily on a non-discretionary basis with fee-only subscription/retainer pricing.
Based on Wildflower Financial LLC
Comprehensive Financial Life Planning initial fee ranging from $0 to $5,000 depending on complexity.
Financial planning services may be offered on an hourly basis at $400 per hour with consent.
Ongoing annual subscription fee for comprehensive financial life planning ranging from $7,200 to $30,000 per year, payable monthly or quarterly in advance.
Fee-only: Comprehensive Financial Life Planning: initial fee $0 - $5,000 depending on complexity; ongoing annual fee $7,200 to $30,000 per year ($600 to $2,500 per month), fees negotiable and based on complexity, income, and assets; billed monthly or quarterly in advance; fees prorated upon termination.
120 Church Street
Santa Cruz, CA 95060
California · Texas
Wildflower Financial LLC
2017 - Present (9 years)
Natural Bridges Financial Advisors
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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