Jason Romano is a CFP-designated registered investment advisor at Moss Adams Wealth Advisors LLC, based in Los Angeles, CA, with 30 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, High Net Worth, Investment Management, and 2 more. Their firm serves 1,203 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts, not generally available to our advisory clients, may be offered to family members, friends or associated persons of the firm.
Fee Estimator
Location
11766 Wilshire Boulevard, Suite 900, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1997Employment History
Current Registrations
Moss Adams Wealth Advisors LLC
Previous Registrations
Moss Adams Securities & Insurance LLCBroker
Aig Financial Advisors, INC.Broker
Sentra Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Lazar Frederick & CompanyBroker
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.