Jason McCoy
Lodestar Asset Management · Alamo, California
Jason McCoy is a fee-only financial advisor at Lodestar Asset Management in Alamo, California, who holds the CFA credential. Jason charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $4,000 and $500 an hour).
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Who they serve
- Founders
- Executives
Facts
| Firm | Lodestar Asset Management |
|---|---|
| Based in | Alamo, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · $500 an hour · 0.95% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Assets under management | $1.34B across 1,921 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5908144 |
| Exams passed | Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lodestarpam.com |
| Profile |
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Questions about Jason
Is Jason McCoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Lodestar Asset 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 charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Jason charge?
According to Lodestar Asset Management's website, checked October 30, 2026: one-time plans from $4,000; $500 an hour; 0.95% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Jason McCoy based?
Jason McCoy is based in Alamo, California.
What credentials does Jason McCoy hold?
Jason McCoy holds the CFA credential.
Is Jason McCoy registered with the SEC?
Yes. Jason McCoy is registered as an investment adviser representative in CA (CRD 5908144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lodestar Asset Management manage?
Lodestar Asset Management reports $1.34B across 1,921 accounts in assets under management.
How do I contact Jason McCoy?
Through Jason's website, www.lodestarpam.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
- Lodestar Asset 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.
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