# Jason Kleinschmidt

> Jason Kleinschmidt is a fee-only financial advisor at Fairman Financial in Chesterbrook, Pennsylvania. Jason focuses on tax planning, retirement planning and estate & legacy planning. Fairman Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Fairman Financial
- **Based in:** Chesterbrook, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $902.1M across 1,010 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 7617113 (https://adviserinfo.sec.gov/individual/summary/7617113)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.fairmanfinancial.com

## Frequently asked questions

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

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

### Where is Jason Kleinschmidt based?

Jason Kleinschmidt is based in Chesterbrook, Pennsylvania.

### What does Jason specialize in?

Jason's specialties include tax planning, retirement planning and estate & legacy planning. Jason works with ultra high net worth.

### Is Jason Kleinschmidt registered with the SEC?

Yes. Jason Kleinschmidt is registered as an investment adviser representative in PA (CRD 7617113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fairman Financial manage?

Fairman Financial reports $902.1M across 1,010 accounts in assets under management.

### How do I contact Jason Kleinschmidt?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7617113): 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://fairmanfinancial.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.