Childfree Wealth, LLC

EST. AUM
$20,713,228

CONTACTS

CLIENT ACCOUNTS
56

Firm Details

Metro area Nashville
CRD Number 316489
Website childfreewealth.com
Client types

Overview

Childfree Wealth® (legally registered as Childfree Wealth, Live, Learn, Plan, LLC) is a pioneering, SEC-registered investment advisory firm founded by Dr. Jay Zigmont, CFP®. Headquartered in Mount Juliet, Tennessee, it is the first fiduciary firm specifically dedicated to addressing the unique financial lifecycle needs of childfree and permanently childless individuals and couples. Operating on a strict fee-only, advice-only model, the firm intentionally decouples strategic guidance from asset gathering, charging flat-rate annual or monthly subscription fees rather than a traditional percentage of assets under management (AUM). The firm's planning architecture completely reimagines traditional retirement frameworks, shifting client strategies away from classic multi-generational wealth transfers and toward intentional lifestyle designs, cash-flow liquidity, and tactical wealth depletion goals such as "Die with Zero".

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Childfree Wealth, LLC

Platform Details

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