Jason Speciner is a CFP-designated registered investment advisor at Fpfoco, based in Fort Collins, CO, with 21 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, Gen X, Investment Management, and 2 more. Their firm serves 115 clients with $110M 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 | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for Investment Management Services when part of Comprehensive Services. The annual fee is prorated and paid in advance or arrears on a calendar monthly or quarterly basis. The total fee for Comprehensive Services may exceed 3% of assets under management on an annual basis.
Fee Estimator
Contact
Jason Speciner
Location
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO, 80525-3197
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 →Other Business Activities
Jason is a managing member/tax preparer for Fort Collins Tax Service, LLC, spending a significant amount of time on individual income tax return preparation, audit representation, and tax advice. He also manages online sales of collectibles for Hairy Man and Runt, LLC, and provides notary services and business consulting as a sole proprietor.
Employment History
Current Registrations
Fpfoco
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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
Additional Information
Now that you know a little about me, I invite you toschedule a free intro call. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs.