# Jason Stein

> Jason Stein is a fee-only financial advisor at Bluepoint Wealth Advisors in Irvine, California, who holds the CFP and RICP credentials. Bluepoint Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-stein/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bluepoint Wealth Advisors
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $23.0M across 74 accounts
- **Credentials:** CFP, RICP
- **CRD:** 6232434 (https://adviserinfo.sec.gov/individual/summary/6232434)
- **SEC registration:** Investment adviser representative in CA, LA, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes. Jason Stein is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason's firm, Bluepoint Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Stein based?

Jason Stein is based in Irvine, California.

### What credentials does Jason Stein hold?

Jason Stein holds the CFP and RICP credentials.

### Is Jason Stein registered with the SEC?

Yes. Jason Stein is registered as an investment adviser representative in CA, LA and TX (CRD 6232434), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bluepoint Wealth Advisors manage?

Bluepoint Wealth Advisors reports $23.0M across 74 accounts in assets under management.

### How do I contact Jason Stein?

Contact details aren't on file yet. Search for Bluepoint Wealth Advisors.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-stein-10398): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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