# Jon Gross

> Jon Gross is a fee-only financial advisor at Orderly Finance in Walnut Creek, California. Orderly Finance reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jon-gross/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Orderly Finance
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $93.2M across 140 accounts
- **CRD:** 4090118 (https://adviserinfo.sec.gov/individual/summary/4090118)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.orderlyfinance.com

## Frequently asked questions

### Is Jon Gross a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Orderly Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jon charge for financial advice?

Jon's firm, Orderly Finance, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jon Gross based?

Jon Gross is based in Walnut Creek, California.

### Is Jon Gross registered with the SEC?

Yes. Jon Gross is registered as an investment adviser representative in CA and TX (CRD 4090118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Orderly Finance manage?

Orderly Finance reports $93.2M across 140 accounts in assets under management.

### How do I contact Jon Gross?

Through Jon's website, www.orderlyfinance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4090118): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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