Jason Lennartson is a CFP-designated registered investment advisor at Fiat Wealth Management, based in Wayzata, MN, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 647 clients with $520M 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% |
Annual fee is up to 2.00% of the portfolio value. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
1905 Wayzata Blvd., Suite 320, Wayzata, MN, 55391
Get directionsHistory
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
Fiat Wealth Management
Pack Private Wealth, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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
More Advisors
- Bradly GottoFiat Wealth Management
- Jeffrey Adamson, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas Bormann, CFPWells Fargo Advisors
- Peter Knutson, CFAWells Fargo Advisors
- Jason Sinning, CFPWells Fargo Advisors
- Glynne Bassi, CFPMorgan Stanley