Jeb Jarrell, CFP®, CAP® Plentiful Wealth, LLC

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About Jeb Jarrell, CFP®, CAP®, CRPC®, APMA®

Plentiful Wealth is different, focused on helping clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. At Plentiful Wealth, I help clients, primarily attorneys, use their wealth to make the world a better place.

I work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning. I also offer guidance on charitable gifting and socially responsible investments. Your money should reflect your values, including your investments.

I specialize in working with attorneys, from new associates to senior partners, who want to optimize their finances, while aligning their finances and their values. Having worked with dozens of attorneys, I understand the career progression and can provide advice on topics such as financing partnership buy-in, retirement plans for small firms, or succession planning for small firms. I’ve taught CLE’s on several of these topics and I’m an expert in the financial problems you face as an attorney.

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Ideal Clients

  • Attorneys
  • Charitable Giving
  • Gen Y/Millennials
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $500+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 1.00%

SEC Records

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