A complete list of active advisors currently associated with Jefferson Financial Planning LLC

Warmer can help you find a great advisor at Jefferson Financial Planning LLC or one who fits your needs even better.

Jefferson Financial Planning LLC provides financial planning services to individuals and high‑net‑worth individuals, covering investment planning, retirement, tax considerations, life insurance, college savings and debt/credit planning. Financial plans are generally delivered as a tailored, 12‑month engagement and include a written plan provided to the client. The firm’s investment approach relies on fundamental analysis and modern portfolio theory and typically recommends long‑term allocations that emphasize equities via ETFs and fixed income, while also describing options strategies as part of its toolkit. Jefferson does not take custody of client assets or exercise trading discretion; clients retain custody and receive statements directly from their custodians. Notably, the firm offers both fixed‑fee and hourly billing for planning engagements and collects fees in advance with prorated refunds and year‑one plan update availability—arrangements that are uncommon among firms with no active SEC‑registered advisors. The firm does not act as a private fund adviser, does not select third‑party managers, and operates as a recently formed advisory entity with no assets under management.

To learn more about the advisors currently working at Jefferson Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jefferson Christal	St Petersburg, FL	2

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