Jaskolka Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jaskolka Financial is a fee‑only, independent investment adviser operated by a single principal and chief compliance officer that provides wealth management services combining discretionary investment management and financial planning for individuals and high‑net‑worth clients. The firm states it tailors services through personal discussions to establish goals and risk tolerance, may recommend unaffiliated third‑party professionals (with no referral compensation), and indicates it does not impose a firm minimum account size.
Portfolios are managed on a discretionary basis and the firm primarily advises on equities, fixed income, mutual funds, ETFs, government and municipal securities, and cash equivalents using a mix of fundamental and technical analysis. The adviser may employ both passive and active strategies, selects funds and securities based on factors such as underlying holdings, liquidity and tax efficiency, and permits clients to impose written investment restrictions.
Distinctive features in the brochure include that the firm was formed in March 2025 and this is its initial ADV filing, reporting $0 in discretionary and non‑discretionary assets as of March 2025, and that the firm requires clients to establish accounts at Charles Schwab rather than allowing client‑directed brokerage. The brochure also notes the firm provides financial planning at no additional fee at the client’s election, does not participate in wrap or performance‑based fee programs, and describes block‑trading allocation and a Code of Ethics appropriate to its solo‑practitioner structure.
Client services
Expertise
Fee options
$0 - $299,999: 1.65% $300,000 - $499,999: 1.50% $500,000 - $999,999: 1.35% $1,000,000 - $2,499,999: 1.25% $2,500,000 - $4,999,999: 1.00% $5,000,000+: 0.75%
Hourly charges reported in SEC Form ADV Part 1; no specific hourly rate stated in brochure.
Fee-only: Fee-only firm; compensation solely from Clients for advisory services; no commissions or sales-related compensation.
Main office
Virginia Beach VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Jaskolka Financial · Simplified Wealth Planning 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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