Jason Co, CFP® Co Planning Group

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About Jason Co, CFP®

Jason is Founder and Owner of Co Planning Group LLC, an independent, Fee-Only™ advisory firm. He graduated Magna Cum Laude with a B.S. in Engineering Management from Missouri University of Science and Technology. He completed the education program at the University of Georgia – Terry College of Business and currently holds the Certified Financial Planner™ designation.

Prior to Co Planning Group, Jason served as a Portfolio Consultant for TD Ameritrade Investment Management (TDAIM) where he advised on over $110M for over 200 households nationwide, many of whom were Cantonese and Mandarin speaking clients from coastal states who were more comfortable speaking their native language.

Immediately after graduation, he began accumulating a portfolio of single family home rental properties and currently manages a portfolio of 9 properties in the St. Louis area.

Jason immigrated from Hong Kong to Kansas City, MO with his family when he was a teenager. Before moving to the USA, he spent each summer of his childhood in the Philippines to visit his mother’s side of the family.

He is active in the Asian American community in St. Louis, MO and is a member of the Asian American Chamber of Commerce. In his free time, he loves to be with his wife, Lan, and son, Logan, and travels regularly to Fujian, China to visit his in-laws.

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Ideal Clients

  • Baby Boomers
  • Cantonese Speakers
  • Mandarin Speakers
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $416.67+/mo
  • Quarterly Fee: $1250+/qtr
  • Hourly Fee: $200+/hr
  • Assets Under Management: 1.00%

SEC Records

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