Jason Berkholz
TSN Wealth & Tax Management · Brownsburg, Indiana
Jason Berkholz is a fee-only financial advisor at TSN Wealth & Tax Management in Brownsburg, Indiana. Jason focuses on retirement planning, tax planning and estate & legacy planning. TSN Wealth & Tax Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | TSN Wealth & Tax Management |
|---|---|
| Based in | Brownsburg, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $287.0M across 2,118 accounts |
| SEC registration | Investment adviser representative in IN · CRD 8289557 |
| Exams passed | Series 65 (2026) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.tsnadvisors.com |
How Jason's firm compares
- TSN Wealth & Tax Management's average account is about $136,000, from its Form ADV (assets managed divided by 2,118 accounts).
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Questions about Jason
Is Jason Berkholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and TSN Wealth & Tax 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, TSN Wealth & Tax Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Berkholz based?
Jason Berkholz is based in Brownsburg, Indiana.
What does Jason specialize in?
Jason's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
Is Jason Berkholz registered with the SEC?
Yes. Jason Berkholz is registered as an investment adviser representative in IN (CRD 8289557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TSN Wealth & Tax Management manage?
TSN Wealth & Tax Management reports $287.0M across 2,118 accounts in assets under management.
How do I contact Jason Berkholz?
Through Jason's website, www.tsnadvisors.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
- TSN Wealth & Tax 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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