# Jason Bonn

> Jason Bonn is a fee-only financial advisor at Woodmont Investment Counsel in Nashville, Tennessee, who holds the CFP credential. Jason focuses on estate & legacy planning, tax planning and family wealth transfer. Woodmont Investment Counsel reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Woodmont Investment Counsel
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.01B across 1,469 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 7032319 (https://adviserinfo.sec.gov/individual/summary/7032319)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 66 (2020)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.woodmontcounsel.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Woodmont Investment Counsel 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, Woodmont Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jason Bonn based?

Jason Bonn is based in Nashville, Tennessee.

### What does Jason specialize in?

Jason's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Jason works with ultra high net worth and multi-generational families.

### What credentials does Jason Bonn hold?

Jason Bonn holds the CFP credential.

### Is Jason Bonn registered with the SEC?

Yes. Jason Bonn is registered as an investment adviser representative in TN and TX (CRD 7032319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Woodmont Investment Counsel manage?

Woodmont Investment Counsel reports $2.01B across 1,469 accounts in assets under management.

### How do I contact Jason Bonn?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7032319): 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.woodmontcounsel.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.