Jason McWilliams
JRM Tax & Wealth Management, LLC · Chester Heights, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $896K across 9 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in PA, TX · CRD 7507810 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jrmtaxwm.com |
| Profile |
How Jason's firm compares
- JRM Tax & Wealth Management, LLC's average account is about $100,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- JRM Tax & Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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