# Jason Irving

> Jason Irving is a fee-only financial advisor at Irving Planning & Investments in Centennial, Colorado, who holds the ChFC credential. Irving Planning & Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-irving/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Irving Planning & Investments
- **Based in:** Centennial, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $72.3M across 337 accounts
- **Credentials:** ChFC
- **CRD:** 5520978 (https://adviserinfo.sec.gov/individual/summary/5520978)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2013), Series 66 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.irvingplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Irving Planning & Investments 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, Irving Planning & Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jason Irving based?

Jason Irving is based in Centennial, Colorado.

### What credentials does Jason Irving hold?

Jason Irving holds the ChFC credential.

### Is Jason Irving registered with the SEC?

Yes. Jason Irving is registered as an investment adviser representative in CO and TX (CRD 5520978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Irving Planning & Investments manage?

Irving Planning & Investments reports $72.3M across 337 accounts in assets under management.

### How do I contact Jason Irving?

Through Jason's website, www.irvingplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5520978): 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

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