# Jason Siperstein

> Jason Siperstein is a fee-only financial advisor at Eliot Rose Wealth Management in Providence, Rhode Island, who holds the CFP and CFA credentials. Jason charges a one-time planning fee and a percentage of assets (one-time plans from $5,400 and 0.5%–1.25% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Eliot Rose Wealth Management
- **Based in:** Providence, Rhode Island
- **Fee model:** One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $5,400; 0.5%–1.25% a year of assets managed; typically works with clients with $2,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $186.3M across 400 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5722409 (https://adviserinfo.sec.gov/individual/summary/5722409)
- **SEC registration:** Investment adviser representative in RI, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.eliotrose.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Eliot Rose Wealth Management 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 charges a one-time planning fee and a percentage of assets.

### How much does Jason charge?

According to Eliot Rose Wealth Management's website, checked October 30, 2026: one-time plans from $5,400; 0.5%–1.25% a year of assets managed; typically works with clients with $2,000,000 or more.

### Does Jason work with clients virtually?

Yes. Eliot Rose Wealth Management says on its website that it works with clients remotely.

### Where is Jason Siperstein based?

Jason Siperstein is based in Providence, Rhode Island.

### What does Jason specialize in?

Jason's specialties include retirement planning, tax planning and estate & legacy planning. Jason works with retirees and pre-retirees.

### What credentials does Jason Siperstein hold?

Jason Siperstein holds the CFP and CFA credentials.

### Is Jason Siperstein registered with the SEC?

Yes. Jason Siperstein is registered as an investment adviser representative in RI and TX (CRD 5722409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eliot Rose Wealth Management manage?

Eliot Rose Wealth Management reports $186.3M across 400 accounts in assets under management.

### How do I contact Jason Siperstein?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5722409): 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://www.eliotrose.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.