# Jarod Bloom

> Jarod Bloom is a fee-only financial advisor at Sechrest & Bloom in Acton, Massachusetts, who holds the CFP credential. Jarod focuses on tax planning, estate & legacy planning and small business owners. Sechrest & Bloom reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jarod-bloom/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sechrest & Bloom
- **Based in:** Acton, Massachusetts
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $199.2M across 344 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 4551487 (https://adviserinfo.sec.gov/individual/summary/4551487)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2000)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sechrestcpa.com

## Frequently asked questions

### Is Jarod Bloom a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jarod holds no broker registration, and Sechrest & Bloom reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jarod charge for financial advice?

Jarod's firm, Sechrest & Bloom, reports charging fixed fees on its SEC Form ADV.

### Where is Jarod Bloom based?

Jarod Bloom is based in Acton, Massachusetts.

### What does Jarod specialize in?

Jarod's specialties include tax planning, estate & legacy planning and small business owners.

### What credentials does Jarod Bloom hold?

Jarod Bloom holds the CFP credential.

### Is Jarod Bloom registered with the SEC?

Yes. Jarod Bloom is registered as an investment adviser representative in MA (CRD 4551487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sechrest & Bloom manage?

Sechrest & Bloom reports $199.2M across 344 accounts in assets under management.

### How do I contact Jarod Bloom?

Through Jarod's website, www.sechrestcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4551487): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sechrestcpa.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.