Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502

Fairfax, VA 22030

571-895-2998

Financial Planning for Life Long Learners

About ReFrame Wealth

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

General Information

Firm Start Year

No.of Employees

2-4

CRD#

5969842

Firm CRD#

313386

Years of Experience in Financial Services

Work Experience

United Bank - Senior Wealth Advisor 2008 - 2014 TIAA - Wealth Management Advisor 2014-2021 ReFrame Wealth - Co Founder and Financial Planner 2021 - now

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Advisory Services Provided

Wealth Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Money Management

Services

Investment Types

Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Phone, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

Master of Arts - International Development

The George Washington University
09/01/2006 - 05/30/2008

Bachelor of Arts - Spanish

Wake Forest University
09/01/2001 - 05/31/2005

Disclosures

https://www.reframewealth.com/wp-content/uploads/2021/05/FormCRS_ReFrame_20210506.pdf

Disclaimer

ReFrame Wealth, LLC (ReFrame Wealth) is a registered investment advisor with the SEC. Please visit our website http://www.reframewealth.com for important disclosures. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied upon as such.