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CHILDFREE WEALTH
Childfree Wealth is a Registered Investment Advisor with the SEC and the first planning firm for people without kids. It is a fee-only, flat-fee, fiduciary...
CHILDFREE WEALTH
Childfree Wealth is a Registered Investment Advisor with the SEC and the first planning firm for people without kids. It is a fee-only, flat-fee, fiduciary firm providing comprehensive life planning and financial management services, including investment advice and management, tax planning, estate planning, insurance planning, and cash flow planning. Services are delivered through a Childfree lens by Childfree Wealth Specialists who are CERTIFIED FINANCIAL PLANNERS®.
General information
Firm type
Asset Manager
Principals
Jay Zigmont
Founder & CEO
Frequently asked questions
How is the firm compensated, and does it manage assets directly?
The firm operates on a flat-fee, fiduciary basis, charging a fixed retainer for comprehensive financial planning and investment management combined. Childfree Wealth does manage client investment portfolios directly, with an emphasis on low-cost index and ETF strategies, but the flat-fee structure means compensation is not tied to asset-gathering incentives.
Does Childfree Wealth serve clients internationally?
The firm serves clients across the United States through a virtual-first delivery model, with no known international licensing. Zigmont is based in Mississippi, and the practice is registered as a domestic US RIA with no disclosed offices outside the country.
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