# Jason Sgroi

> Jason Sgroi is a fee-only financial advisor at Sgroi Wealth in Albany, New York. Jason focuses on retirement planning and estate & legacy planning. Sgroi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sgroi Wealth
- **Based in:** Albany, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $214.9M across 321 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4613747 (https://adviserinfo.sec.gov/individual/summary/4613747)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 66 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://sgroiwealth.com/

## Frequently asked questions

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

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

### Where is Jason Sgroi based?

Jason Sgroi is based in Albany, New York.

### What does Jason specialize in?

Jason's specialties include retirement planning and estate & legacy planning.

### Is Jason Sgroi registered with the SEC?

Yes. Jason Sgroi is registered as an investment adviser representative in NJ, NY and TX (CRD 4613747), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sgroi Wealth manage?

Sgroi Wealth reports $214.9M across 321 accounts in assets under management.

### How do I contact Jason Sgroi?

Through Jason's website, sgroiwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4613747): 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://sgroiwealth.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.