# Jason McWilliams

> Jason McWilliams is a fee-only financial advisor at JRM Tax & Wealth Management, LLC in Chester Heights, Pennsylvania, who holds the CFP and CPA credentials. Jason focuses on tax planning, retirement planning and small business owners. JRM Tax & Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-mcwilliams/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** JRM Tax & Wealth Management, LLC
- **Based in:** Chester Heights, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $896K across 9 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7507810 (https://adviserinfo.sec.gov/individual/summary/7507810)
- **SEC registration:** Investment adviser representative in PA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jrmtaxwm.com

## Frequently asked questions

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

Yes. Jason McWilliams is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason's firm, JRM Tax & Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason McWilliams based?

Jason McWilliams is based in Chester Heights, Pennsylvania.

### What does Jason specialize in?

Jason's specialties include tax planning, retirement planning and small business owners. Jason works with retirees and pre-retirees.

### What credentials does Jason McWilliams hold?

Jason McWilliams holds the CFP and CPA credentials.

### Is Jason McWilliams registered with the SEC?

Yes. Jason McWilliams is registered as an investment adviser representative in PA and TX (CRD 7507810), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JRM Tax & Wealth Management, LLC manage?

JRM Tax & Wealth Management, LLC reports $896K across 9 accounts in assets under management.

### How do I contact Jason McWilliams?

Through Jason's website, jrmtaxwm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49362): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jrmtaxwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.