Jason Macgregor
Minich MacGregor Wealth Management · Saratoga Springs, New York
Jason Macgregor is a fee-only financial advisor at Minich MacGregor Wealth Management in Saratoga Springs, New York. Jason focuses on retirement planning. Minich MacGregor Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jason →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Minich MacGregor Wealth Management |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Assets under management | $722.9M across 2,845 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 2396461 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.minichmacgregor.com |
How Jason's firm compares
- Minich MacGregor Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 2,845 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
Is Jason Macgregor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Minich MacGregor Wealth Management 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, Minich MacGregor Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jason charge?
According to Minich MacGregor Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does Jason work with clients virtually?
Yes. Minich MacGregor Wealth Management says on its website that it works with clients remotely.
Where is Jason Macgregor based?
Jason Macgregor is based in Saratoga Springs, New York.
What does Jason specialize in?
Jason's specialties include retirement planning. Jason works with pre-retirees and retirees.
Is Jason Macgregor registered with the SEC?
Yes. Jason Macgregor is registered as an investment adviser representative in NY and TX (CRD 2396461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Minich MacGregor Wealth Management manage?
Minich MacGregor Wealth Management reports $722.9M across 2,845 accounts in assets under management.
How do I contact Jason Macgregor?
Through Jason's website, www.minichmacgregor.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
- Minich MacGregor Wealth Management 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.
See something wrong? Request a correction. Read our methodology.