Advisor at Jackalope Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Zachary Fietsch is a financial advisor at Jackalope Capital with five years of industry experience. He holds a Series 65 designation and has worked at Jackalope Capital since 2020. In addition to his advisory role, he is a tax principal and CPA at ZFP, CPA, a position he has held since 2016. Jackalope Capital provides customized discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and charitable organizations. The firm employs a strategic, multi-disciplinary process that incorporates various analytical methods and a proprietary asset-allocation approach, integrating tax and accounting considerations through its affiliation with a CPA practice.
Based on Jackalope Capital
Financial planning fixed fees from $1,500 to $7,500
$0 - $100,000,000: 1% annually Above $100,000,000 - Not to exceed 1%: Not to exceed 1%
Monthly subscription for ongoing financial planning at a negotiated rate, not to exceed $500 per month
Minimum fee: Financial planning minimum fee of $1,500 Fee-only: Financial planning fixed fees ranging from $1,500 to $7,500
Chicago, IL
Illinois
Jackalope Capital, Inc.
2020 - Present (6 years)
ZFP, CPA
2016 - Present (10 years)
Jordan, Knauff & Company
2014 - 2016 (2 years)
Pranast Consulting
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 63, Series 65
Chicago, IL
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CFP®, Series 63, Series 65
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Series 65
Chicago, IL
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CFP®
Brookfield, IL
Wysopal Wealth
At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.
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