# Pope Wealth Planning

Pope Wealth Planning is an Asset Manager based in Saint Petersburg, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Saint Petersburg, United States
- **Region:** North America
- **Address:** Saint Petersburg, FL, United States
- **Assets under management:** Undisclosed
- **Website:** popewealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/curtispope

## Regulatory record

- **CRD number:** 328014
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328014

## About

Pope Wealth Planning, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## People

- Jason M. Pope — Founder and Wealth Advisor

## 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.

### 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.

## Related profiles

- [Edward Haro Financial](https://altss.com/profile/edward-haro-financial-llc)
- [Coller Capital](https://altss.com/profile/coller-private-market-secondaries-advisors-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pope-wealth-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology