Fee-only adviser · Castle Rock, CO
Jackson Wealth Management, LLC
Jackson Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Castle Rock, Colorado. On its latest Form ADV, filed August 18, 2026, it reports $107M in regulatory assets under management, 126 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 310496 · SEC file 801-136322 |
| Office | 115 Wilcox ST Suite 220 Castle Rock, CO 80104 |
| Phone | (303) 808-5229 |
| Website | www.jacksonwealthmanagement.net |
| Regulatory assets under management | $107M |
| Individual clients | 94 non-high-net-worth, 32 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Castle Rock
- Fidelis Wealth Advisors $210M
- Jackson Creek Investment Advisors LLC $349M
- Wealth Management Consultants L.L.C. $99M
- Castle Rock Investment Company $51M
- Three Peaks Capital Management, LLC $223M
See all 6 fee-only advisers in Castle Rock →
Nearby
- Parker 7 firms
- Lone Tree 1 firm
- Englewood 11 firms
- Centennial 14 firms
- Highlands Ranch 6 firms
- Foxfield 1 firm
- Greenwood Village 28 firms
- Aurora 1 firm
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