# Jason Anderson

> Jason Anderson is a fee-only financial advisor at Equity Wealth Partners in Independence, Missouri. Equity Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Equity Wealth Partners
- **Based in:** Independence, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $258.6M across 1,523 accounts
- **Works with:** Executives, Retirees, Pre-retirees
- **CRD:** 3239094 (https://adviserinfo.sec.gov/individual/summary/3239094)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.equitywp.com/

## Frequently asked questions

### Is Jason Anderson a fee-only financial advisor?

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

### How does Jason charge for financial advice?

Jason's firm, Equity Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Anderson based?

Jason Anderson is based in Independence, Missouri.

### Is Jason Anderson registered with the SEC?

Yes. Jason Anderson is registered as an investment adviser representative in MO and TX (CRD 3239094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equity Wealth Partners manage?

Equity Wealth Partners reports $258.6M across 1,523 accounts in assets under management.

### How do I contact Jason Anderson?

Through Jason's website, www.equitywp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3239094): 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.equitywp.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.