Jason Howell Company at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 105 individual clients, 15 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 230 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Vienna, Virginia |
|---|---|
| Website | jasonhowell.com |
| [email protected] | |
| Phone | (703) 867-2387 |
Questions about Jason Howell Company
How is Jason Howell Company paid?
Jason Howell Company's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Jason Howell Company have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Jason Howell Company, and 2 hold the CFP.
What is the average account at Jason Howell Company?
Jason Howell Company's average account is about $281,000. That's the assets on its Form ADV divided by its 230 accounts.
What does Jason Howell Company specialize in?
Jason Howell Company's advisors and website list founders (pre-exit), family wealth transfer and sustainable & impact investing.
Jason Howell Company fees
Jason Howell Company doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $65 million |
| Individual clients | 90 |
| High-net-worth clients | 15 |
| Accounts managed | 230 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 281658 |