# CHILDFREE WEALTH

CHILDFREE WEALTH is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://childfreewealth.com
- **LinkedIn:** https://www.linkedin.com/company/live-learn-plan

## Regulatory record

- **CRD number:** 316489
- **SEC file number:** 801-126460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316489

## About

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®.

## People

- Jay Zigmont — Founder & CEO

## 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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- [Chilango Ventures](https://altss.com/profile/chilango-ventures)
- [Chime Financial](https://altss.com/profile/chime-financial)

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Last updated: 2026-08-11T15:06:27.647Z

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