Jason Terhune
Capital Advantage · Walnut Creek, California
Jason Terhune is a fee-only financial advisor at Capital Advantage in Walnut Creek, California, who holds the CFP credential. Jason charges a percentage of assets and an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning and physicians & residents.
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Specialties
Who they serve
- Pre-retirees
- Physicians
Facts
| Firm | Capital Advantage |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.28B across 2,271 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5988106 |
| Exams passed | Series 63 (2011) · Series 65 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | capitaladvantage.com |
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Questions about Jason
Is Jason Terhune a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Capital Advantage 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 percentage of assets and an ongoing planning fee.
How much does Jason charge?
According to Capital Advantage's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jason Terhune based?
Jason Terhune is based in Walnut Creek, California.
What does Jason specialize in?
Jason's specialties include retirement planning and physicians & residents. Jason works with pre-retirees and physicians.
What credentials does Jason Terhune hold?
Jason Terhune holds the CFP credential.
Is Jason Terhune registered with the SEC?
Yes. Jason Terhune is registered as an investment adviser representative in CA (CRD 5988106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Advantage manage?
Capital Advantage reports $1.28B across 2,271 accounts in assets under management.
How do I contact Jason Terhune?
Through Jason's website, capitaladvantage.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
- Capital Advantage 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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