Jason Stein
Bluepoint Wealth Advisors · Irvine, California
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.
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Facts
| Firm | Bluepoint Wealth Advisors |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.0M across 74 accounts |
| Credentials | CFP · RICP |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 6232434 |
| Exams passed | Series 63 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jason's firm compares
- Bluepoint Wealth Advisors's average account is about $311,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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