Jason Irving
Irving Planning & Investments · Centennial, Colorado
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.
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Facts
| Firm | Irving Planning & Investments |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $72.3M across 337 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CO, TX · CRD 5520978 |
| Exams passed | Series 63 (2013) · Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.irvingplanning.com |
| Profile |
How Jason's firm compares
- Irving Planning & Investments's average account is about $214,000, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Jason
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.
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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