Jonathan Mcmullen is a CFP-designated registered investment advisor at The Wealth Observatory, based in Dallas, TX, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 8 clients with $9.6M 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 $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. In addition to the AUM fee, The Wealth Observatory may bill a flat annual retainer fee that can be billed in installments in an amount based on complexity. This fee, along with the AUM fee, will not exceed $500 collected six months in advance of services.
Fee Estimator
Location
Dallas, TX
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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 the owner and wealth manager of The Wealth Observatory, a financial planning firm, since 2019. He dedicates a few hours per week to helping clients with financial planning, investment management, and tax preparation.
Employment History
Current Registrations
The Wealth Observatory
Previous Registrations
Wisniewski Wealth Management
Wisniewski Wealth Management
Fountain Strategies, LLC
Small Willow
Arianna Capital Management
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.