Jarrod Sandra
CFP®, CPFA®, QKA®
Chisholm Wealth Management
Owner
Jarrod Sandra
CFP®, CPFA®, QKA®
Chisholm Wealth Management
Owner
As a fee-only financial planner and retirement plan advisor, my focus is to offer unbiased financial advice to help you achieve your goals. - Jarrod Sandra, CFP®, CPFA®, QKA®
Fee-Only financial planner & retirement plan advisor located in Crowley, TX, serving clients locally and across the country
Jarrod Sandra is a Dallas-Fort Worth, TX fee-only financial planner, meeting with clients locally and virtually across the country (serving clients regardless of location). Chisholm Wealth Management provides comprehensive and objective financial planning to individuals and families to help organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jarrod Sandra is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chisholm Wealth Management also helps companies manage 401(k) plans under $10M.
Jarrod Sandra has been in the industry since 2008 working in financial planning, investment management, and 401k plan management. He has worked for small advisory firms and as well as a Vice President of Fidelity Investments overseeing roughly $8 billion in assets. He has a Masters of Science in Personal Financial Planning from Texas Tech and a Bachelors of Business Administration in Finance from the University of Central Oklahoma. He is a CERTIFIED FINANCIAL PLANNER™ and has obtained the Certified Plan Fiduciary Advisor and Qualified 401(k) Administrator designations.
Outside of work, he enjoys spending time with his family, cycling, and serving with his church.
Jarrod Sandra is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I offer two lines of service:
1. Personal Financial Planning: I offer a flat fee model for personal financial planning and an assets under management fee for investment management. What does this mean? You don't need to have $500,000+ to work with me as a financial advisor! I actually have no minimum requirements! If you're looking for help with investments, retirement planning, insurance reviews, estate reviews, college planning, budgeting and how they all work together, then that's where I come in. The best part, I'll never try to sell you a financial product. I often help small business owners, but I'm open to working with all sorts!
2. Retirement Plan Consulting: I help companies fix and run their 401(k) plan, focusing on plans under $10M. Throughout my years in working in this space, I've seen these plans lost in the shuffle of providers and neglected until they grow larger. Unfortunately, that means these plans have expensive funds (a lot with embedded commissions) and expensive costs - at the expense of the employees! I help keep these costs in check as well as helping the plan sponsor stay compliant since 401(k) is not their day job. I finally pair all of this with employee education and advice.
Learn more at www.ChisholmWM.com
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirement Plan Consulting
- 401k Plan Advisor
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- 401k Plan
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jarrod Sandra is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jarrod Sandra is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jarrod Sandra is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jarrod Sandra is a Certified Plan Fiduciary Advisor (CPFA)The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
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Jarrod Sandra holds the Qualified 401(k) Administrator (QKA®) CertificationThe Qualified 401(k) Administrator (QKA) credential is the national standard for all professionals working with 401(k) retirement plans. Completion of the certification course offered by the ASPPA will help professionals operating in the retirement plan industry develop the technical skills needed to work with 401(k) plans. Attaining the QKA Credential showcases mastery of the two fundamental aspects of 401(k) plan administration; Plan Management and Testing & Compliance.
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Jarrod Sandra is Featured in Voyage Dallas's Hidden Gems
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Jarrod Sandra is Quoted in Forbes Advisor: "Estate Planning Basics"
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Jarrod Sandra is Quoted in Financial Planning Magazine: "$1.3 trillion sits in forgotten 401(k)s. Here's how advisors can help clients reclaim their money"
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Jarrod Sandra is Quoted in MarketWatch: "Suze Orman says there is ‘no substitute’ for making this simple money move — and it’s now more lucrative than it has been in over a decade"
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Jarrod Sandra is Quoted on CBS News - Moneywatch: "Inflation bonds offer a nearly 10% return. Here's why now is the time lock in that rate."
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Jarrod Sandra is Quoted in MarketWatch: "I want a trustworthy certified financial planner who charges less than 1%. Where do I look?"
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Jarrod Sandra is Quoted in MarketWatch: "He’s won 18 Grammys and is worth an estimated $320 million, but Foo Fighters frontman Dave Grohl does this ‘smelly’ thing with his money (and psst: pros say you should too, with a twist)"
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Jarrod Sandra is Quoted on BankRate.com: "Financial planning for singles: 7 top tips for 2022"
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Jarrod Sandra is Quoted on CBS News - Moneywatch: "What are the most common types of life insurance?"
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Jarrod Sandra is Quoted in Financial Planning Magazine: "5 tips for advisors preparing for the CFP exam"
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Jarrod Sandra's Podcast 401(k) Fridays is Named in InvestmentNews: "Podcasts by the Pool: Suggestions from readers"
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Jarrod Sandra is Quoted in MarketWatch: "‘It still shocks me when I look at my account.’ How financial advisers are coping with the bear market."
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Jarrod Sandra is Quoted in ThinkAdvisor: "How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice" (Slide 14)
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Jarrod Sandra is Quoted in ThinkAdvisor: "What Advisors Are Telling Clients About 'Buying the Dip': Advisors' Advice" (Slide 9)
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Jarrod Sandra is Quoted in Financial Planning Magazine: "Peak returns: The top-performing mutual funds over the past decade"
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Jarrod Sandra is Quoted on NerdWallet.com: "How to Pay for Summer Fun: Financing Boats, RVs and More"
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Jarrod Sandra is Quoted on Policygenius: "The mortgage refinancing boom is over. Here's what to do instead"
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Jarrod Sandra is Quoted in InvestmentNews: "Advisers once again open doors to interns"
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Jarrod Sandra is Quoted in Financial Planning Magazine: "Refinanced student loans offer big returns — and risks"
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Jarrod Sandra is Quoted in ThinkAdvisor: "3 Underappreciated Benefits of Early Retirement Savings"
Contact Jarrod Sandra
Office Locations:
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724 Lake View Dr
Crowley, TX 76036
