Financial Advisors
Largo, FL
Jazz Wealth Managers is an SEC-registered investment advisory firm serving investors of all sizes with comprehensive financial planning and investment management. They build custom retirement plans using their proprietary NestEgg software, offer personal financial management with weekly private classes and updates, and provide ongoing investment advice—all with transparent, tiered fee-only pricing that decreases as your account grows. Their hands-on approach includes direct access to advisors via chat, educational YouTube content, and a commitment to avoiding hidden fees or third-party software.
Ideal for: Investors seeking fee-only financial planning, retirement savers wanting custom plans, individuals looking for transparent pricing without commissions, all-size investors from $2,000 to $250,000+ in account value
Service area: Largo and surrounding Tampa Bay area, Florida
Transparent Fee-Only Model: No commissions or hidden fees. Pricing scales from 1.5% down to 0.50% based on account value, with a low $75 annual minimum for accounts starting at $2,000.
Custom Financial Planning Software: Jazz Wealth builds their own NestEgg planning software from scratch rather than relying on third-party tools, enabling truly personalized retirement plans and financial strategies.
Hands-On Personal Support: Clients receive a dedicated personal financial manager, weekly private classes and updates, real-time chat access with advisors, and the flexibility to cancel anytime.
Address: 2300 Tall Pines Dr STE 126, Largo, FL 33771
Phone: (727) 492-0314
Website: jazzwealth.com
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