Jason Vavra
VCM Wealth · Collegeville, Pennsylvania
Jason Vavra is a fee-only financial advisor at VCM Wealth in Collegeville, Pennsylvania, who holds the PFS credential. Jason focuses on retirement planning, estate & legacy planning and tax planning. VCM Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | VCM Wealth |
|---|---|
| Based in | Collegeville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $104.8M across 297 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in DE, FL, NJ, PA · CRD 4141611 |
| Exams passed | Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vcm-wealth.com |
| Profile |
How Jason's firm compares
- VCM Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Jason
Is Jason Vavra a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and VCM Wealth 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's firm, VCM Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Vavra based?
Jason Vavra is based in Collegeville, Pennsylvania.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Jason Vavra hold?
Jason Vavra holds the PFS credential.
Is Jason Vavra registered with the SEC?
Yes. Jason Vavra is registered as an investment adviser representative in DE, FL, NJ and PA (CRD 4141611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VCM Wealth manage?
VCM Wealth reports $104.8M across 297 accounts in assets under management.
How do I contact Jason Vavra?
Through Jason's website, www.vcm-wealth.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
- VCM Wealth 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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