Brian Jaros
Ville Wealth Management · Avon Lake, Ohio
Brian Jaros is a fee-only financial advisor at Ville Wealth Management in Avon Lake, Ohio, who holds the CFP credential. Brian charges a percentage of assets (0.88% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- Founders
Facts
| Firm | Ville Wealth Management |
|---|---|
| Based in | Avon Lake, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.88% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $11.1M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2258186 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.villewealth.com |
| Profile |
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Questions about Brian
Is Brian Jaros a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Ville Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets.
How much does Brian charge?
According to Ville Wealth Management's website, checked October 30, 2026: 0.88% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Brian Jaros based?
Brian Jaros is based in Avon Lake, Ohio.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning, tax planning, pension planning and small business owners. Brian works with pre-retirees, retirees, executives and founders.
What credentials does Brian Jaros hold?
Brian Jaros holds the CFP credential.
Is Brian Jaros registered with the SEC?
Yes. Brian Jaros is registered as an investment adviser representative in OH and TX (CRD 2258186), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ville Wealth Management manage?
Ville Wealth Management reports $11.1M across 42 accounts in assets under management.
How do I contact Brian Jaros?
Through Brian's website, www.villewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ville Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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