# Jason Grohman

> Jason Grohman is a fee-only financial advisor at PLW Financial in New Braunfels, Texas. Jason charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jason-grohman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PLW Financial
- **Based in:** New Braunfels, Texas
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.0M across 37 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6890237 (https://adviserinfo.sec.gov/individual/summary/6890237)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://plwfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and PLW 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 charges an ongoing planning fee.

### Where is Jason Grohman based?

Jason Grohman is based in New Braunfels, Texas.

### What does Jason specialize in?

Jason's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Jason Grohman registered with the SEC?

Yes. Jason Grohman is registered as an investment adviser representative in TX (CRD 6890237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PLW Financial manage?

PLW Financial reports $13.0M across 37 accounts in assets under management.

### How do I contact Jason Grohman?

Through Jason's website, plwfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6890237): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://plwfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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