# Jason Bear

> Jason Bear is a fee-only financial advisor at Compass Wealth Management in Guilford, Connecticut, who holds the CFA credential. Jason focuses on tax planning and small business owners. Compass Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Compass Wealth Management
- **Based in:** Guilford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $682.5M across 931 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees
- **CRD:** 5768783 (https://adviserinfo.sec.gov/individual/summary/5768783)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://compasswealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Compass Wealth Management 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, Compass Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Bear based?

Jason Bear is based in Guilford, Connecticut.

### What does Jason specialize in?

Jason's specialties include tax planning and small business owners. Jason works with retirees.

### What credentials does Jason Bear hold?

Jason Bear holds the CFA credential.

### Is Jason Bear registered with the SEC?

Yes. Jason Bear is registered as an investment adviser representative in CT (CRD 5768783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Compass Wealth Management manage?

Compass Wealth Management reports $682.5M across 931 accounts in assets under management.

### How do I contact Jason Bear?

Through Jason's website, compasswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5768783): 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://compasswealthmanagement.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.