# Jason Roesler

> Jason Roesler is a fee-only financial advisor at HighPoint CPAs in Laramie, Wyoming. Jason focuses on estate & legacy planning, tax planning and small business owners. HighPoint CPAs reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-roesler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** HighPoint CPAs
- **Based in:** Laramie, Wyoming
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $17.8M across 17 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners, Retirement planning
- **CRD:** 2940046 (https://adviserinfo.sec.gov/individual/summary/2940046)
- **SEC registration:** Investment adviser representative in CO, TX, WY
- **Exams passed:** Series 65 (2024)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.highpointcpa.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and HighPoint CPAs 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, HighPoint CPAs, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jason Roesler based?

Jason Roesler is based in Laramie, Wyoming.

### What does Jason specialize in?

Jason's specialties include estate & legacy planning, tax planning, small business owners and retirement planning.

### Is Jason Roesler registered with the SEC?

Yes. Jason Roesler is registered as an investment adviser representative in CO, TX and WY (CRD 2940046), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HighPoint CPAs manage?

HighPoint CPAs reports $17.8M across 17 accounts in assets under management.

### How do I contact Jason Roesler?

Through Jason's website, www.highpointcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2940046): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://highpointcpa.com/): specialties, clients served, and fees, checked October 30, 2026

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