# Jazz Wealth Managers Jazz Wealth Managers is a Bank / Wealth / Trust based in Largo, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Largo, United States - **Region:** North America - **Address:** Largo, FL, United States - **Founded:** 2016 - **Assets under management:** Undisclosed - **Website:** jazzwealth.com - **LinkedIn:** https://www.linkedin.com/company/jazz-wealth-managers ## Regulatory record - **CRD number:** 282807 - **SEC file number:** 801-113840 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282807 ## About Jazz Wealth Managers launched in 2016 from Largo, Florida, founded by Dustin Tibbitts, a former engineer who entered wealth management with a focus on fixed-fee transparency. The firm emerged as an early proponent of flat monthly retainers for comprehensive planning and investment management, rejecting the assets-under-management percentage model that dominates the registered investment advisor channel. Tibbitts built the practice partly on YouTube, where his educational content has drawn a substantial following among DIY investors transitioning to professional advice. The firm deploys client capital primarily into low-cost, globally diversified ETF portfolios, with allocations spanning US and international equities, fixed income, and real estate investment trusts. Jazz constructs model portfolios in-house, emphasizing factor tilts and tax-efficient placement across account types. The firm does not pursue direct private company investments or fund commitments; its strategy is anchored in liquid public markets. Client accounts are custodied at major institutional platforms, with the firm holding discretionary authority over trades and rebalancing. Jazz serves individuals, high-net-worth households, and small business retirement plans across the United States, with no disclosed international office footprint. Jazz has scaled without external capital or acquisition, growing organically through its digital presence. The firm's headcount and total assets under management are not publicly disclosed, reflecting its position as a privately held, founder-controlled RIA. Its adjacent vehicle is the educational content operation on YouTube, which functions as both a lead-generation engine and a public-education resource, covering topics from 401(k) rollovers to tax-loss harvesting. In recent years, the firm has expanded its service menu to include tax preparation, bundling filing with ongoing advisory relationships. Jazz's structural distinction lies in its pricing architecture. By charging a flat monthly fee rather than a percentage of assets, the firm decouples revenue from market performance and account size, aligning its incentive with advice quality rather than asset accumulation. This model shifts the client relationship away from sales-driven wealth management and toward a subscription-like professional service, a posture that sets it apart from both traditional RIAs and automated platforms. ## Questions ### How does Jazz Wealth Managers charge for its services? Jazz charges clients a flat monthly retainer fee rather than the assets-under-management percentage common among registered investment advisors. This fee covers financial planning, investment management, and ongoing advice. The firm has stated that this model prevents conflicts tied to asset accumulation. In recent years, Jazz has also added tax preparation as part of its bundled service offering. ### Does Jazz Wealth Managers invest in private companies or alternative assets? No. Jazz constructs client portfolios exclusively from publicly traded securities, primarily low-cost ETFs covering US and international equities, fixed income, and REITs. The firm does not pursue direct private company investments, venture capital, private equity fund commitments, or hedge fund allocations. Its strategy is anchored in liquid, transparent public markets. ### How does Jazz Wealth Managers source new clients? Client acquisition flows primarily through the firm's digital content operation, anchored by Dustin Tibbitts' YouTube channel where he publishes educational videos on topics such as 401(k) rollovers, tax-loss harvesting, and portfolio construction. This content functions as both a public resource and a lead-generation engine. Jazz does not maintain a traditional referral network of attorneys and accountants at scale. ## Related profiles - [Jays Care Foundation](https://altss.com/profile/jays-care-foundation) - [JB Woori Capital](https://altss.com/profile/jb-woori-capital) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/jazz-wealth-managers Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology