ChildFree Wealth logo

ChildFree Wealth

Updated today

Total assets under management

$10,000,000

Total clients

158

0% high-net worth

Total advisors

4

of 6 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

40

Average account size

$63,291

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Planning and Investment Management: $10,000 - $15,000 per year; Quarterly Financial Planning: $5,000 annually; Self-Directed Financial Planning: $100 per month

Project-based

$250 - $750 per hour, billed in 60-minute increments in advance

Other

Fee-only: Comprehensive Financial Planning and Investment Management: $10,000 - $15,000 per year payable monthly or quarterly in advance; Quarterly Financial Planning: $5,000 annually payable quarterly in advance; Self-Directed Financial Planning - Childfree Wealth Academy: $100 monthly in advance; Hourly Financial Planning: $250 - $750 per hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Advisors at this firm

Jay Z

CFP®

Mount Juliet, TN

ChildFree Wealth

Hi, I'm Dr. Jay. My wife and I are Childfree, and it has a big impact on how we structure our finances. I started Childfree Wealth because I know that most financial advice assumes you have kids, and I wanted our community to have access to financial planning that is designed to meet our unique needs. I grew up broke. No one taught me how to manage money. I earned my first million by the time I was 21, but without knowing how to manage and invest it, I’d spent it before I was 25. I know how hard it can be to manage your money, especially if you haven’t been taught the foundational principles of financial planning. I’m excited to share my knowledge with you to help you create a financial plan that supports the vision you have for your life. I’ve been a life and business coach for over a decade. I have a PhD in Adult Learning from the University of Connecticut, an MBA from SCSU, and I am a Fee-Only, Flat-Fee, Fiduciary; a CERTIFIED FINANCIAL PLANNER™; and a Childfree Wealth Specialist®. I’m also the author of the book Portraits of Childfree Wealth®, the upcoming book The Childfree Guide to Life and Money, and the co-host of the Childfree Wealth® podcast. Listen to Jay's podcast here: https://childfreewealth.buzzsprout.com/

Cash flow / budgeting Childfree Gen X (Born 1965-1980)
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Andrew B

CFP®, Series 63, Series 66

Mount Juliet, TN

ChildFree Wealth

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Fiona W

Series 65

Lake Forest, IL

ChildFree Wealth

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Brianna C

CFP®, Series 65

Sagamore Hills, OH

ChildFree Wealth

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