Frequently Asked Questions About JTL Wealth Partners
Have a question about working with an independent financial advisor, whether you live in Texas or in one of the other states we serve? Here are answers to the questions we hear most often. Don’t see yours? Call us at 855-949-4400.
About Our Firm
Who is JTL Wealth Partners?
JTL Wealth Partners is an independent wealth management firm founded by Jimmy Lee in 1994. We help individuals, families, and business owners with retirement planning, wealth management, and coordinated financial planning. Our tagline sums up our approach: Retirement, Simplified.
Where is your office located?
Our headquarters and only office is at 5055 W Park Blvd, Suite 400, Plano, TX 75093. You can reach us at 855-949-4400.
What are your office hours?
We are open Monday through Friday from 8 AM to 6 PM. Saturday meetings are available by appointment.
What areas do you serve?
We serve clients throughout Texas, and we also serve clients in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Virginia, and Washington.
Do I need to visit your office to work with you?
No. Clients near Plano often meet at our office, and clients elsewhere in Texas and in the other states we serve meet with us by video or phone.
Our Advisors and Services
Is your advisor a CFP® professional?
Yes. Chris Mankoff, CFP®, is our firm’s CERTIFIED FINANCIAL PLANNER™ professional.
Are you a fiduciary?
Yes. When providing advisory services, we act as investment fiduciaries, meaning we are required to act in your best interest.
What does it mean that you are independent?
We are not owned by a bank, insurance company, or fund company, and we do not have proprietary products to sell. Securities and advisory services are offered through LPL Financial, which gives our clients access to a broad investment platform.
What services do you offer?
Retirement planning, wealth management, financial planning for business owners, tax-aware planning in coordination with your CPA, 401(k) distribution guidance, and estate planning coordination with your attorney.
Do you provide tax or legal advice?
No. JTL Wealth Partners and LPL Financial do not provide tax or legal advice. We coordinate closely with your CPA and attorney so your financial plan and their advice work together.
Working With Us
Who is a good fit for JTL Wealth Partners?
We work with individuals and families at various stages of building and managing wealth—from professionals in their 30s and 40s who are laying the foundation for their financial future to high-income earners, executives, business owners, and those approaching retirement. Whether you're just beginning to accumulate wealth or managing substantial assets, our focus is on helping you make smarter financial decisions, minimize taxes, and build a coordinated, long-term strategy.
How are you paid?
We offer three types of fee structures; a flat one-time planning fee, monthly subscription fee, or an annual management fee based on assets under our management. All fees are disclosed before you become a client.
Where are my investments held?
Client assets are held by a third-party custodian LPL Financial, not by JTL Wealth Partners directly.
What happens at a discovery meeting?
It is a complimentary, no-obligation conversation, in person, by video, or by phone, about your goals, concerns, and current situation. We explain how we work, and together we decide whether a relationship makes sense.
Can I meet on a Saturday?
Yes. Saturday meetings are available by appointment for clients who cannot meet during the workweek.
Still have questions? Book a complimentary discovery meeting or call 855-949-4400. We’d be glad to help.