Contact Information
Detailed Information
78/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Estate planning +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Jay Zigmont, PhD, CFP, founded Childfree Wealth, a fee-only, advice-only firm built specifically for childfree and permanently childless people. Based in Mount Juliet, Tennessee, and serving clients in several states, he focuses on the distinct planning needs of households that are not saving for children, from spending and giving to long-term care and legacy. As a fee-only, advice-only planner, he does not earn commissions or sell products and is paid only by clients. Zigmont holds a PhD in adult learning and is the author of a book on childfree wealth. He is a NAPFA member and a frequent voice on this underserved niche. His work reframes traditional planning assumptions for people without heirs.
Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #7430594. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only, Advice-Only
Advisor SEC/CRD #
7430594