Jason Co
CoPlanning Financial · Overland Park, Kansas
Jason Co is a fee-only financial advisor at CoPlanning Financial in Overland Park, Kansas, who holds the CFP credential.
- $4,500
- Ongoing planning, per year, from
- $6,900
- One-time plan, from
- $8M
- Firm assets managed
- $124,000
- Firm's average account
What Jason focuses on
Who Jason works with
- Pre-retirees
- Mid-life transitions
How does Jason's firm compare?
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Ongoing planning starts at $4,500 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
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A one-time plan starts at $6,900, above the US median of $2,000 for fee-only firms that publish prices.
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CoPlanning Financial's average account is about $124,000, from its Form ADV (assets managed divided by 68 accounts).
Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $8.5M across 68 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, KS, MO, NY, TX · CRD 6290573 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | coplanning.co |
| Profile |
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Other fee-only advisors in Overland Park
Other advisors in Kansas who focus on tax planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- CoPlanning Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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