Jason Ross
Atwood Financial Planning · Cranford, New Jersey
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.
Request an introduction to Jason →
Facts
| Firm | Atwood Financial Planning |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $15.8M across 4 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 7060146 |
| Exams passed | Series 65 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pinterest.ca/fearlessfinance |
How Jason's firm compares
- Atwood Financial Planning's average account is about $3.9 million, from its Form ADV (assets managed divided by 4 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.