Jason Feist
Center for Wealth Management Advisory · Milford, Ohio
Jason Feist is a fee-only financial advisor at Center for Wealth Management Advisory in Milford, Ohio. Center for Wealth Management Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Center for Wealth Management Advisory |
|---|---|
| Based in | Milford, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.8M across 1,356 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5211640 |
| Exams passed | Series 63 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.centerforwealthmanagement.com |
How Jason's firm compares
- Center for Wealth Management Advisory's average account is about $168,000, from its Form ADV (assets managed divided by 1,356 accounts).
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Questions about Jason
Is Jason Feist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Center for Wealth Management Advisory 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, Center for Wealth Management Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Feist based?
Jason Feist is based in Milford, Ohio.
Is Jason Feist registered with the SEC?
Yes. Jason Feist is registered as an investment adviser representative in OH (CRD 5211640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Center for Wealth Management Advisory manage?
Center for Wealth Management Advisory reports $227.8M across 1,356 accounts in assets under management.
How do I contact Jason Feist?
Through Jason's website, www.centerforwealthmanagement.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
- 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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