Jason Ross is a registered investment advisor at Atwood Financial Planning LLC, based in Cranford, NJ, with 7 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 939 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atwood Financial Planning offers a "Premium Service" for investment management. The annual fee for this service is $3,600, billed quarterly. Clients can cancel after the first year and will not be charged after the quarter in which they cancel.
Location
Cranford, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason works full-time as a Manager of Financial Analysis and Business Intelligence at Xaxis since 2013. He will work on financial planning clients in the evenings and weekends.
Employment History
Current Registrations
Atwood Financial Planning LLC
State Registrations2 states
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