Jaeger Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jaeger Wealth Advisors is a fee-only registered investment adviser that provides wealth management and financial planning to individuals, high-net-worth households, and employer-sponsored retirement plans. Its service menu includes discretionary portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents, project-based and ongoing financial planning, retirement plan consulting for plan sponsors, and educational seminars or speaking engagements.
The firm typically builds and manages internally constructed model portfolios while retaining the flexibility to allocate portions of client assets to vetted outside managers, using Schwab’s Model Market Center™ to access and customize third‑party models and implement trading decisions. Its investment process combines modern portfolio theory with fundamental, technical and cyclical analysis, and it may employ both passive and active vehicles, socially responsible screens, and limited exposure to advanced products when appropriate for a client’s objectives.
Noteworthy features include a stated focus on retirement plan consulting and participant education for employers and a formal offering of educational seminars—services that are less common among independent advisers. Jaeger Wealth Advisors is newly formed (first ADV filing, with no assets under management reported as of the brochure date) and, per its disclosures, is not structured as a solo practitioner, indicating there is organizational capacity or personnel beyond a single advisor.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning range from $1,500 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.75% $25,000,001 - $50,000,000: 0.65% $50,000,001+: 0.55%
Hourly fee for Project-Based Financial Planning is $250 per hour
Ongoing Financial Planning monthly fixed fees ranging from $250 to $2,000 depending on service tier
Account minimum: $200,000 Minimum fee: $4,000 minimum annual advisory fee for Wealth Management services; $3,000 minimum annual advisory fee for Retirement Plan Consulting Fee-only: Wealth Management and Financial Planning services are fee-only; no commissions received
Main office
Salt Lake City UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Jaeger Wealth Advisors · Jaeger Wealth Advisors L.L.C. · Jaeger Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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