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Luminaries 2025

Advisor Education

Luminaries 2025 Impact Statement

The whitepaper, "The Value of a Financial Advisor: What's It Really Worth?," helped revolutionize the ways of communicating a financial advisor's potential value by providing a customizable, data-driven perspective. After earning her CFP designation, Jaclyn DeJohn wrote the paper and quantified the potential long-term value advisors bring to clients, blending rigorous mathematical analysis with accessible insights, while accounting for detractors like fees and inflation. The paper has become a widely referenced resource in articles, podcasts and industry discussions. Broadening the impact, DeJohn and the rest of the SmartAsset team created an interactive, customizable calculator based on the model.