Jean Pierre Masse
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a small independent registered investment adviser that primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning (tax, insurance, retirement and estate planning) alongside portfolio management. Financial planning is provided through consultations, hourly engagements and written plans, and the firm manages accounts on either a discretionary or non‑discretionary basis.
Investment decisions are driven by fundamental analysis of businesses and a conservative focus on asset allocation, diversification and risk management, using stocks, bonds, mutual funds, ETFs, government securities and options. The firm states it avoids frequent trading, reviews managed accounts monthly, and tailors strategies to clients’ financial situations, goals and risk tolerances.
The brochure notes approximately $4.1 million in regulatory assets under management and a client roster of eight, an unusually small scale that the firm frames as allowing more individualized attention. Distinctive operational features include a commitment to fee‑only compensation with no commissions or securities licenses, a policy not to vote client proxies, reliance on client custodians (and being deemed to have custody when custodians deduct fees), and an absence of wrap‑fee, soft‑dollar arrangements or routine proprietary client reporting.
Client services
Expertise
Fee options
$200 to $2,000 for written financial plans depending on complexity
$0+: 0.5% annually (negotiable) +: 2% annually (negotiable)
Up to $150/hour (negotiable)
Main office
12280 Wellen Golf Street, Unit 107
Venice FL 34293-6374
Advisors at this office
1
Most active in
Florida
Also doing business as
J. Pierre Masse · Jean Pierre Masse · Masse, J. Pierre · Masse, Jean Pierre
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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