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Pope Wealth Planning
Pope Wealth Planning operates from a single office in Saint Petersburg, Florida. The firm's public record traces back to Jason M.
Pope Wealth Planning
Pope Wealth Planning operates from a single office in Saint Petersburg, Florida. The firm's public record traces back to Jason M. Pope, who established the practice to serve what the firm's communications describe as the specific accumulation and distribution needs of pre-retirees and retirees. Its core clientele includes federal civilian employees and military personnel navigating the Federal Employees Retirement System and Civil Service Retirement System. The advisory method is built around retirement-income modeling rather than balance-sheet aggregation. While the firm maintains standard investment advisory and financial planning capabilities, its differentiation lies in sequencing withdrawals from the Thrift Savings Plan, Social Security, and FERS annuities. Pope speaks regularly at federal agency retirement seminars, a sourcing channel that supplies a steady stream of clients with high-stability retirement benefits but complex election windows — a model more common among registered investment advisers serving a single professional guild than among generalist Florida wealth managers. As a boutique shop, headcount and assets under management are not publicly disclosed. The firm's footprint suggests a lean operation: one named principal, a small support staff, and an address in a professional office park. There is no evidence of a multi-family office conversion, a trust company charter, or an affiliated tax practice. The entity remains singly focused on delivering financial plans that translate opaque federal benefit menus into fixed monthly income projections. The structural differentiator is concentration risk turned into a moat. Most RIAs diversify across client types; Pope Wealth Planning concentrates by choice on a single highly regulated employer ecosystem — the US federal government. That narrow aperture creates referral density within agencies but also regulatory exposure: any change to federal pension law, TSP fund menus, or FERS contribution rates hits the entire client base simultaneously. The firm's longevity will depend on whether it can maintain its seminar-based origination engine as the federal workforce's composition shifts toward younger, more mobile employees.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Saint Petersburg
Corporate office
Saint Petersburg, FL, United States
Principals
Jason M. Pope
Founder and Wealth Advisor
Frequently asked questions
Who runs investment decisions at Pope Wealth Planning?
Jason M. Pope is the founder and primary wealth advisor registered with the firm. Per public registrations and the firm's own materials, he leads client-facing planning and portfolio construction. The practice does not appear to employ a separate chief investment officer or an investment committee of external members — typical for a boutique advisory of this size where the founder sets asset-allocation models and selects third-party money managers.
Does Pope Wealth Planning work exclusively with federal employees?
While the firm's marketed specialty is federal benefits optimization — covering FERS, CSRS, and TSP — it is organized as a generalist RIA that can serve any client above its minimums. In practice, its educational seminar circuit, online content, and referral networks center on civil servants and military retirees, creating a de facto specialization without a formal client-charter restriction.
How does the firm charge for its services?
As a registered investment adviser, Pope Wealth Planning almost certainly operates on a fee-only basis, typically charging a percentage of assets under management or a fixed retainer for financial planning. The exact fee schedule is disclosed in its Form ADV Part 2A, which is delivered to prospective clients. Federal employees should confirm whether the firm's fees are deducted from TSP accounts or billed separately.
Does Pope Wealth Planning manage TSP accounts directly, or advise on them?
The Thrift Savings Plan does not permit external discretionary management of individual participant accounts in the same way a 401(k) might. Pope Wealth Planning provides non-discretionary advice on TSP allocation and distribution strategies, guiding clients on fund selection, interfund transfers, and withdrawal sequencing alongside their other held-away assets.
Does the firm have a succession plan, given it is built around a single founder?
There is no public disclosure of a formal succession agreement, junior partner track, or external sale contingency. For a firm concentrated on one named advisor, continuity risk is material — clients should ask directly about the continuity plan in the event of the founder's disability, retirement, or departure from the industry.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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