Jason Siperstein
Eliot Rose Wealth Management · Providence, Rhode Island
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $186.3M across 400 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in RI, TX · CRD 5722409 |
| Exams passed | Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.eliotrose.com |
| Profile |
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Questions about Jason
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.
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
- Eliot Rose Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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