Jason Susdorf is a CFP-designated registered investment advisor at Gouda Wealth Planning, based in San Diego, CA, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
If Gouda Wealth Planning utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
San Diego, CA
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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 →Employment History
Current Registrations
Gouda Wealth Planning
Previous Registrations
Charles Schwab & CO., INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
State Registrations1 state
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