Jayco Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$97,174,866
Clients
59
53% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$1,647,032
About
Jayco Wealth Management serves individual and high‑net‑worth clients and also works with small businesses, offering comprehensive financial planning and ongoing portfolio management. Its planning services cover cash‑flow and budgeting, tax and estate planning, college funding, divorce planning, and business consultation, and the firm reports managing roughly $97 million for about 59 clients.
The firm’s investment approach relies on fundamental analysis and Modern Portfolio Theory, favoring diversified, tax‑efficient, low‑cost mutual funds and ETFs with a long‑term buy‑and‑hold orientation and periodic rebalancing; individual securities may be used when appropriate. Portfolio management is generally provided on a discretionary basis and the firm has completed a transition to a single custodian relationship, requiring use of that custodian for accounts managed by the firm.
Notable differences from many peers include leadership with both CPA and CFP credentials and substantive corporate finance/M&A experience, and the availability of targeted services such as divorce planning (via retainer arrangements) and fixed‑fee small business planning. The firm does not accept commission‑based or performance‑based compensation, does not vote client proxies, and typically cannot accommodate client‑directed brokerage, all of which affect operational and execution practices.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement withdrawal strategies
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Fee options
Fixed fee financial planning: $2,500 to $12,000; Limited fixed fee engagement: $500 to $2,000; Small business planning fixed fee $5,000 to $20,000
$0 - $499,999: 1.25% annually $500,000 - $1,999,999: 1.00% annually $2,000,000 - $9,999,999: 0.80% annually $10,000,000+: 0.60% annually
Up to $400 per hour, billed in 15-minute increments
Fee-only: Hourly fees up to $400/hour; Fixed fees from $500 to $20,000 depending on service; Retainer fee $1,800 for divorce planning
Main office location
Jayco Wealth Management
Atlanta GA, United States
Number of offices
1
Most active in
Jayco Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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