Jonathan Kolmetz is a CFP-designated registered investment advisor at Oaks Wealth Management, based in Houston, TX, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 52 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oaks Wealth Management offers investment management services where fees are based on the value of your portfolio. The annual fee is a flat percentage of your portfolio's value, calculated quarterly. The fee is negotiable. There are different rates for accounts managed 'in-house' versus 'held away' (at another institution), and 'held away' accounts have different rates based on the available selection of securities. The brochure does not specify the exact percentage charged for investment management.
Location
2525 North Loop West, Suite 250, Houston, TX, 77008
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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.
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Jonathan is a Financial Therapist with Alaphia Financial Wellness, dedicating minimal time to this activity. He is also a Counselor with Oaks Counseling Associates, spending about 10% of his time on this.
Employment History
Current Registrations
Oaks Wealth Management
Previous Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
LPL Financial LLC
First Allied Securities, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
First Allied Securities, INC.Broker
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.