Jason Grohman
PLW Financial · New Braunfels, Texas
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.
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Specialties
Facts
| Firm | PLW Financial |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $13.0M across 37 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6890237 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | plwfinancial.com |
How Jason's firm compares
- PLW Financial's average account is about $352,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
Other advisors in Texas who focus on retirement planning
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
- PLW 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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