Jason Kirsch
Advisor at Grow Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Grow Planning, LLC
Location
Highland Beach, FL
Credentials
CFP®, Series 66
Industry experience
10 years
About
Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.
Client services
Based on Grow Planning, LLC
Financial planning
Portfolio management
Educational seminars or workshops
Consulting for other advisory firms
Expertise
Based on Grow Planning, LLC
Business ownership considerations
Cash flow / budgeting
Debt management
Fee options
Comprehensive Financial Planning upfront charge ranges from $500 to $4,900; Financial Planning fixed fees range from $1,500 to $4,900
$0 - $500,000: 1.00% $500,001+: 1.00%
Financial planning hourly rate ranges from $150 to $400 per hour; Presentation fees $150-$500 per hour; Retirement consulting fees $150-$500 per hour
Location
Highland Beach, FL
Most active in
Jason K has reported serving >5 clients in these states in the last 12 months.
Florida · Oregon
Work history
Dream Theaters
2024 - Present (2 years)
Mitre Media
2023 - Present (3 years)
Forbes
2023 - Present (3 years)
Junk Productions
2020 - Present (6 years)
Seeking Alpha
2016 - 2022 (6 years)
Raymond james Financial Services, Inc.
2015 - 2016 (1 year)
Raymond James Financial Services Advisors INC.
2015 - 2016 (1 year)
Marcum Financial Services
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
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