Jeb Jarrell, CFP®, CAP® Plentiful Wealth, LLC
- 1627 Greenup Ave Ste 217, Ashland, KY 41101
- (606) 775-0246
- http://www.plentifulwealth.com/
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.
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
- 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
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.
