Jonathan Wride is a CFP-designated registered investment advisor at Crafted Finance, LLC, based in Seattle, WA, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 156 clients with $65M 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 $1.0M | 0.50% |
| $1.0M - $11.0M | 0.25% |
| $11M+ | 0.25% |
Fees are negotiable for amounts over $11,000,000.
Fee Estimator
Location
Seattle, WA
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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.
Learn about disclosures →Employment History
Current Registrations
Crafted Finance, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations4 states
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