Jason Payne
Jason Payne is a CFP-designated registered investment advisor at Timpanogos Financial Advisors, INC., based in Orem, UT, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 4 more. Their firm serves 209 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Accounts within the same household may be combined.
Fee Estimator
Location
821 North 900 West, Suite 304, Orem, UT, 84057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the owner and insurance agent at Payne Financial Management Inc., selling life, health, long-term care, disability, and annuity products. This takes a few hours per week. Jason also volunteers as a counselor with his church, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Timpanogos Financial Advisors, INC.
Previous Registrations
Spc
Parkland Securities, LLCBroker
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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