Jason Kleinschmidt
Fairman Financial · Chesterbrook, Pennsylvania
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.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Chesterbrook, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7617113 |
| Exams passed | Series 65 (2024) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
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Questions about Jason
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.
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
- Fairman 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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