Fee-only adviser · Venice, FL
Jean Pierre Masse
Jean Pierre Masse is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Venice, Florida. On its latest Form ADV, filed June 18, 2026, it reports $4.5M in regulatory assets under management, 8 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 158452 |
| Office | 12280 Wellen Golf Street Unit 107 Venice, FL 34293 |
| Phone | (704) 201-1842 |
| Website | Not listed |
| Regulatory assets under management | $4.5M |
| Individual clients | 8 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Venice
- Ferris Wheel Finance, Inc. $41M
- Bright Asset Management $63M
- Fiduciary Consulting Group, Inc. $103M
- Sutton Place Capital Management LLC $21M
- Gasima Financial LLC $8.5M
- Dale K. Ehrhart, Inc. $649M
See all 7 fee-only advisers in Venice →
Nearby
- Sarasota 33 firms
- Port Charlotte 2 firms
- Lakewood Ranch 6 firms
- Longboat Key 2 firms
- Bradenton 6 firms
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