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Jason Poschinger

4wealth Advisors, INC.
8 Years of Experience
Indianapolis, IN
2 Disclosures
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Jason Poschinger is a registered investment advisor at 4wealth Advisors, INC., based in Indianapolis, IN, with 8 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 567 clients with $280M in assets under management.

4wealth Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
567 clients
Average Client Portfolio
$485K average
Assets Under Management
$275.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.80%

Maximum annual fees vary by advisor, ranging from 1.00% to 1.80%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Indianapolis, IN

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2024
Final
Employment Separation After Allegations
November 2021
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
4wealth Advisors, INC.
January 2026 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - April 2024 · 8 mos
Cetera Investment Services LLCBroker
August 2023 - April 2024 · 8 mos
Pruco Securities, LLC.Broker
November 2021 - August 2023 · 1 yr 9 mos
Prudential Financial Planning Services
November 2021 - August 2023 · 1 yr 9 mos
Oneamerica Securities, INC.
October 2017 - November 2021 · 4 yrs 1 mo
Oneamerica Securities, INC.Broker
October 2017 - November 2021 · 4 yrs 1 mo
Cetera Advisors LLC
May 2016 - September 2017 · 1 yr 4 mos
Cetera Advisors LLCBroker
April 2016 - September 2017 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
July 2015 - October 2015 · 3 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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