Jon Speight is a CFP-designated registered investment advisor at Speight Asset Management, LLC, based in Houston, TX, with 27 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.55% |
| $6.0M - $9.0M | 0.45% |
| $9M+ | 0.35% |
Fees are negotiable. Certain related client accounts may be grouped for fee determination.
Fee Estimator
Location
8300 Cypress Creek Pkwy, Suite 450, Houston, TX, 77070
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Speight Asset Management, LLC
Previous Registrations
King Investment Advisors, INC.
Financial Synergies Wealth Advisors, INC.
Financial Synergies Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.