Jason Alderson is a CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Denver, CO, 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 Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 542 clients with $1.2B 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 | 2.00% |
Fees are negotiable based on the size and scope of the engagement, complexity, and anticipated assets, but will not exceed 2.00% per year.
Fee Estimator
Location
3773 Cherry Creek Drive N, Suite 1025, Denver, CO, 80209
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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 is a managing member of Arcadia Investment Partners, LLC, a real estate business, since 2017, dedicating minimal time to collecting rent and managing property maintenance. He also serves as a board member/treasurer for Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, spending minimal time on each.
Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
Private Capital Management, LLC
Elbert Capital Management LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Bok Financial Advisors
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.
Exams
More Advisors
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- Madeline Kleinman, CFPCrusonia Wealth Advisors LLC
- Amy Warrender, CFPCrusonia Wealth Advisors LLC
- Ned Meloni, CFPCrusonia Wealth Advisors LLC