Company Information

Get to know Childfree Wealth

Founded by Dr. Jay Zigmont, a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth is a registered investment advisor that provides fiduciary, fee-only financial planning and wealth management services. The company's mission is to help the childfree community navigate their unique financial challenges and opportunities, focusing on goals outside of traditional family-centric planning, such as early retirement, travel, and philanthropy. They operate on a virtual model, offering their services to clients across the United States.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Childfree Wealth

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.