Jarod Bloom is a CFP-designated registered investment advisor at Sechrest Financial Services, based in Acton, MA, with 26 years of industry experience. Jarod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 53 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sechrest Financial Services does not manage investments directly. Instead, they provide financial planning and wealth management advice. The fees for these services are negotiated and generally range from $12,000 to $20,000 per year, billed quarterly.
Location
One Acton Place, Suite 301, 526 Main Street, Acton, MA, 01720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarod is a partner at Sechrest & Bloom, LLC, a CPA firm providing tax planning, preparation, accounting, and bookkeeping services. He has been with the firm since 2005 and dedicates about half his time to this business.
Employment History
Current Registrations
Sechrest Financial Services
Previous Registrations
The Darrow Company, INC.
State Registrations1 state
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