Jason Anderson
Equity Wealth Partners · Independence, Missouri
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.
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Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Equity Wealth Partners |
|---|---|
| Based in | Independence, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $258.6M across 1,523 accounts |
| SEC registration | Investment adviser representative in MO, TX · CRD 3239094 |
| Exams passed | Series 66 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.equitywp.com |
How Jason's firm compares
- Equity Wealth Partners's average account is about $170,000, from its Form ADV (assets managed divided by 1,523 accounts).
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Questions about Jason
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.
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
- Equity Wealth Partners 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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