# Jarrod Adams

> Jarrod Adams is a fee-only financial advisor at Jarrod Adams Investing in Mooresville, North Carolina. Jarrod focuses on retirement planning and tax planning. Jarrod Adams Investing reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Jarrod Adams Investing
- **Based in:** Mooresville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $85.2M across 321 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4682375 (https://adviserinfo.sec.gov/individual/summary/4682375)
- **SEC registration:** Investment adviser representative in CA, NC, OK, PA, TX, WA
- **Exams passed:** Series 65 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.adamsinvesting.com

## Frequently asked questions

### Is Jarrod Adams a fee-only financial advisor?

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

### How does Jarrod charge for financial advice?

Jarrod's firm, Jarrod Adams Investing, reports charging a percentage of assets on its SEC Form ADV.

### How much does Jarrod charge?

According to Jarrod Adams Investing's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Jarrod Adams based?

Jarrod Adams is based in Mooresville, North Carolina.

### What does Jarrod specialize in?

Jarrod's specialties include retirement planning and tax planning. Jarrod works with retirees and pre-retirees.

### Is Jarrod Adams registered with the SEC?

Yes. Jarrod Adams is registered as an investment adviser representative in CA, NC, OK, PA, TX and WA (CRD 4682375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jarrod Adams Investing manage?

Jarrod Adams Investing reports $85.2M across 321 accounts in assets under management.

### How do I contact Jarrod Adams?

Through Jarrod's website, www.adamsinvesting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4682375): 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.adamsinvesting.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.