Jason CO is a CFP-designated registered investment advisor at Coplanning Financial LLC, based in Overland Park, KS, with 10 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, Gen X, Investment Management, Millennials & Gen Z, and 2 more. Their firm serves 28 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoPlanning Financial offers investment management through its CoRetire service. Instead of charging a percentage of your portfolio, they charge a fixed annual fee based on your total investable assets:
- $0 - $800,000: $4,500 per year
- $800,001 - $1,500,000: $7,200 per year
- Above $1,500,000: $9,900 per year
These fees are paid monthly. If the portfolio uses an outside manager, their fees are separate. CoPlanning Financial requests a 12-month commitment for CoRetire services.
Contact
Jason CO
Location
7300 West 110th Street, Commerce Plaza I, 7th Floor, Overland Park, KS, 66210
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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 rental properties in St. Louis, MO since 2012. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Coplanning Financial LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
Plancorp, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations4 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
Additional Information
As an immigrant from Hong Kong, China, who spent a lot of time in Philippines, I founded CoPlanning Financial in order to create a space for Asian-Americans and Mandarin and Cantonese speaking Chinese immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities.CoPlanning is a space to serve, to talk through financial challenges like caring for aging parents, and to feel like you have someone watching out for your needs. We were founded in St Louis and currently based in Overland Park near Kansas City.I encourage you to check out myYoutube videoswhere I educate about the basics of financial planning.Videos are available in English, Cantonese, and Mandarin.