Jason Kirsch is a CFP-designated registered investment advisor at Grow Planning, LLC, based in Highland Beach, FL, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 18 clients with $1.7M 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 | 1.00% |
Fees are negotiable, pro-rated, and paid in arrears on a quarterly basis.
Fee Estimator
Location
Highland Beach, FL
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Regulatory History (1)
Financial
September 2024Other Business Activities
Jason is involved in several business activities, including Creative Director at Dream Theaters VR, Marketing Consultant at Mitre Media, Producer at Junk Productions, and Contributor at Forbes Investor Hub. These activities are not related to his investment advisory services and are conducted outside of business hours.
Employment History
Current Registrations
Grow Planning, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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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