# Jason Co

> Jason Co is a fee-only financial advisor at CoPlanning Financial in Overland Park, Kansas, who holds the CFP credential. Jason charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,500 a year and one-time plans from $6,900) and focuses on tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/jason-co/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** CoPlanning Financial
- **Based in:** Overland Park, Kansas
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,500 a year; one-time plans from $6,900
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $8.5M across 68 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Flat-fee planning
- **Works with:** Pre-retirees, Mid-life transitions
- **CRD:** 6290573 (https://adviserinfo.sec.gov/individual/summary/6290573)
- **SEC registration:** Investment adviser representative in CA, KS, MO, NY, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://coplanning.co

## Frequently asked questions

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

Yes. Jason Co is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason Co charge for financial advice?

Jason Co charges a flat fee or retainer and an ongoing planning fee.

### How much does Jason Co charge?

According to CoPlanning Financial's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $6,900.

### Where is Jason Co based?

Jason Co is based in Overland Park, Kansas.

### What does Jason Co specialize in?

Jason Co's specialties include tax planning and flat-fee planning. Jason works with pre-retirees and mid-life transitions.

### What credentials does Jason Co hold?

Jason Co holds the CFP credential.

### Is Jason Co registered with the SEC?

Yes. Jason Co is registered as an investment adviser representative in CA, KS, MO, NY and TX (CRD 6290573), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does CoPlanning Financial manage?

CoPlanning Financial reports $8.5M across 68 accounts in assets under management.

### How do I contact Jason Co?

Through Jason Co's website, coplanning.co.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-co-10359): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.coplanning.co/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.