Jasi Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individual and high-net-worth clients as well as small businesses, providing ongoing portfolio management, financial planning, and services for employer-sponsored retirement plans, including participant investment advice and plan maintenance. It also offers pension consulting and ERISA 3(21)-type services to plan sponsors, in addition to the more common advisory offerings for individuals.
The investment approach emphasizes a long-term, buy-and-hold strategy grounded in modern portfolio theory and diversified allocations built primarily with passively managed, low-cost mutual funds and ETFs. Advisory relationships are tailored through questionnaires and model portfolios, and the firm accepts both discretionary and non-discretionary arrangements for retirement plan participants.
Distinctive features include an affiliation with a non-investment CPA firm that creates potential referral and conflict-of-interest considerations, and a formal pension consulting practice and mandatory plan maintenance service for sponsored plans—services that are less common among peers. The firm operates at a boutique scale (roughly two dozen clients and about $5.1 million in assets under management), requires use of a specific custodian for account execution, and does not participate in wrap-fee programs.
Client services
Expertise
Occupation focus
Fee options
$300 per hour, negotiable depending on plan size and scope of activities
Account minimum: $50,000
Main office
4851 Merlot Ave Ste 540
Grapevine TX 76051
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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