Jason Preti, CFP® Unleashed Financial LLC

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About Jason Preti, CFP®

I created Unleashed Financial for the client that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a “traditional” wealth management firm. Unleashed Financial does not require minimum investment, net worth or income levels. You need a plan for your current goals and long term wealth accumulation, we understand and help you meet your goals.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Dual Income Family
  • Gen X
  • Mid-Career Professionals

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300/hr
  • Assets Under Management: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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