Jayco Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, and also serves small businesses and charitable organizations — the inclusion of charitable organization clients is less common for independent single-advisor firms. Its advisory services cover a broad set of planning areas including retirement, tax and estate planning, cash-flow analysis, college funding, employee benefits review, divorce planning, and business consultation.
Its investment approach emphasizes Modern Portfolio Theory with a long-term, buy-and-hold orientation, using diversified, low-cost mutual funds and ETFs with periodic rebalancing and attention to tax efficiency; the firm may, in certain circumstances, retain appreciated stock for tax or economic reasons. The firm manages client accounts on a discretionary basis, reports roughly $107.9 million in assets under management across 57 client accounts, and completed SEC registration in 2026.
Distinctive features include serving charitable organization clients and offering specialized, often retainer-based engagements such as divorce planning and small-business planning and process implementation, which broaden its scope beyond typical solo advisories. Leadership combines accounting and financial planning credentials (CPA and CFP®), and the firm describes tax-focused planning and coordination with attorneys and custodians as part of its advisory work.
Client services
Expertise
Occupation focus
Fee options
Limited Fixed Fee Engagement: $500 to $2,000; Broad-Based Financial Plan: $2,500 to $12,000; Small Business Planning: $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
Retainer fee for divorce planning: $1,100 initial retainer, billed against at hourly rate
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Jayco Wealth Management · Jayco Wealth Management, Inc.
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.
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