Jason Hinesley is a registered investment advisor at Sofi Wealth LLC, based in San Francisco, CA, with 12 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Location
234 1st Street, San Francisco, CA, 94105
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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 Activities
Jason owns a small business buying and selling collectibles, primarily sports and entertainment trading cards and memorabilia. His eBay store is currently inactive and expected to remain so.
Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Camarda Wealth Advisory Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services LLCBroker
Metlife Securities INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.