Founded by Dustin Cooley, Jazz Wealth Managers is a U.S.-based Registered Investment Adviser (RIA) that operates on a fiduciary standard, always placing clients' best interests first. The firm differentiates itself with a flat-fee structure, moving away from traditional asset-based percentage fees. Jazz Wealth is known for its strong emphasis on client education, primarily through its widely followed YouTube channel, "Jazz Wealth," where it provides daily market updates, financial tips, and investment education to the public. Their core mission is to provide transparent, affordable, and comprehensive financial planning and investment management to help clients achieve their retirement and financial goals.

Founded in

United States