Jason Brooks
Indelible Wealth Group · Berthoud, Colorado
Jason Brooks is a fee-only financial advisor at Indelible Wealth Group in Berthoud, Colorado, who holds the CFP credential. Jason focuses on retirement planning and family wealth transfer. Indelible Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Indelible Wealth Group |
|---|---|
| Based in | Berthoud, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $156.0M across 486 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4225460 |
| Exams passed | Series 63 (2000) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | indeliblewealth.com |
How Jason's firm compares
- Indelible Wealth Group's average account is about $321,000, from its Form ADV (assets managed divided by 486 accounts).
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Questions about Jason
Is Jason Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Indelible Wealth Group 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, Indelible Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Brooks based?
Jason Brooks is based in Berthoud, Colorado.
What does Jason specialize in?
Jason's specialties include retirement planning and family wealth transfer. Jason works with multi-generational families.
What credentials does Jason Brooks hold?
Jason Brooks holds the CFP credential.
Is Jason Brooks registered with the SEC?
Yes. Jason Brooks is registered as an investment adviser representative in CO and TX (CRD 4225460), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Indelible Wealth Group manage?
Indelible Wealth Group reports $156.0M across 486 accounts in assets under management.
How do I contact Jason Brooks?
Through Jason's website, indeliblewealth.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
- Indelible Wealth Group 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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