Jason Bear
Compass Wealth Management · Guilford, Connecticut
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Compass Wealth Management |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $682.5M across 931 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 5768783 |
| Exams passed | Series 63 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | compasswealthmanagement.com |
| Profile |
How Jason's firm compares
- Compass Wealth Management's average account is about $733,000, from its Form ADV (assets managed divided by 931 accounts).
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Questions about Jason
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.
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
- Compass Wealth Management 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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