Jason Gragg
Gragg Financial · Shelby, North Carolina
Jason Gragg is a fee-only financial advisor at Gragg Financial in Shelby, North Carolina, who holds the PFS credential. Jason focuses on retirement planning, estate & legacy planning and tax planning. Gragg Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Gragg Financial |
|---|---|
| Based in | Shelby, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $215.4M across 475 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, NC, SC · CRD 4476412 |
| Exams passed | Series 65 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.graggfinancial.com |
How Jason's firm compares
- Gragg Financial's average account is about $453,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Jason
Is Jason Gragg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Gragg Financial 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, Gragg Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Gragg based?
Jason Gragg is based in Shelby, North Carolina.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Jason Gragg hold?
Jason Gragg holds the PFS credential.
Is Jason Gragg registered with the SEC?
Yes. Jason Gragg is registered as an investment adviser representative in FL, NC and SC (CRD 4476412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gragg Financial manage?
Gragg Financial reports $215.4M across 475 accounts in assets under management.
How do I contact Jason Gragg?
Through Jason's website, www.graggfinancial.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
- Gragg Financial 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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