Jon Gross
Orderly Finance · Walnut Creek, California
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.
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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 | $93.2M across 140 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4090118 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.orderlyfinance.com |
How Jon's firm compares
- Orderly Finance's average account is about $665,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Jon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
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
- 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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