Jason Tank
Front Street Wealth Management · Traverse City, Michigan
Jason Tank is a fee-only financial advisor at Front Street Wealth Management in Traverse City, Michigan, who holds the CFP, CFA and EA credentials. Jason charges a one-time planning fee.
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Facts
| Firm | Front Street Wealth Management |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $97.2M across 68 accounts |
| Credentials | CFP · CFA · EA |
| SEC registration | Investment adviser representative in MI · CRD 4630619 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | frontstreet.com |
How Jason's firm compares
- Front Street Wealth Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Jason
Is Jason Tank a fee-only financial advisor?
Yes. Jason Tank 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 charges a one-time planning fee.
Where is Jason Tank based?
Jason Tank is based in Traverse City, Michigan.
What credentials does Jason Tank hold?
Jason Tank holds the CFP, CFA and EA credentials.
Is Jason Tank registered with the SEC?
Yes. Jason Tank is registered as an investment adviser representative in MI (CRD 4630619), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Front Street Wealth Management manage?
Front Street Wealth Management reports $97.2M across 68 accounts in assets under management.
How do I contact Jason Tank?
Through Jason's website, frontstreet.com.
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
- Front Street Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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