Jarrod Sandra is a CFP-designated registered investment advisor at Chisholm Wealth Management, based in Burleson, TX, with 12 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 110 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fee may be negotiable. For clients with extremely high assets under management, a flat fee may be negotiated.
Fee Estimator
Contact
Jarrod Sandra
Location
1308 NW John Jones Dr, Burleson, TX, 76028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jarrod is the owner and Chief Compliance Officer of Chisholm Wealth Management since April 2022. He dedicates full-time hours to this advisory firm.
Employment History
Current Registrations
Chisholm Wealth Management
Previous Registrations
Advisor Resource Council
Fidelity Brokerage Services LLCBroker
Lee Johnson Capital Management, LLC
Triad Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jarrod has been in the industry since 2008 working in financial planning, investment management, and 401k plan management. He has worked for small advisory firms and as well as a Vice President of Fidelity Investments overseeing roughly $8 billion in assets. He has a Masters of Science in Personal Financial Planning from Texas Tech and a Bachelors of Business Administration in Finance from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNE® and Certified Kingdom Advisor.