Jeffrey Zappone
Jeffrey Zappone is a PFS-designated registered investment advisor at Chair Six Financial Planning, PLLC, based in Spokane, WA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 5 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chair Six Financial Planning offers portfolio management as part of its PFP Plus service. The fee for PFP Plus is an annual fixed fee ranging from $1,000 to $10,000 per year, paid quarterly, based on the complexity of your financial needs and situation. Clients who do not engage the firm for portfolio management are typically referred to project-based services.
Location
905 W. Riverside, Suite 201, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a Member-Manager at Chair Six Financial Planning, PLLC, providing accounting and tax services, dedicating about half his time to this role. He is also a minority member and co-manager in Zappone Asset Partners, LLC, and a licensed insurance agent for client education and advice, but does not earn commissions.
Employment History
Current Registrations
Chair Six Financial Planning, PLLC
State Registrations1 state
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