# Jason Ross

> Jason Ross is a fee-only financial advisor at Atwood Financial Planning in Cranford, New Jersey. Atwood Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-ross/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Atwood Financial Planning
- **Based in:** Cranford, New Jersey
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $15.8M across 4 accounts
- **CRD:** 7060146 (https://adviserinfo.sec.gov/individual/summary/7060146)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.pinterest.ca/fearlessfinance

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Atwood Financial Planning 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, Atwood Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Ross based?

Jason Ross is based in Cranford, New Jersey.

### Is Jason Ross registered with the SEC?

Yes. Jason Ross is registered as an investment adviser representative in NJ and TX (CRD 7060146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atwood Financial Planning manage?

Atwood Financial Planning reports $15.8M across 4 accounts in assets under management.

### How do I contact Jason Ross?

Through Jason's website, www.pinterest.ca/fearlessfinance.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7060146): 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

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