Jonathan Sorunke is a registered investment advisor at Sorunke Wealth Advisors, based in Davis, CA, with 3 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Sorunke Wealth Advisors offers a monthly retainer for ongoing financial planning services for $4,995 per month, which includes unlimited electronic communication and one live call per month.
- One-on-One Live Video and Voice Call: $495 per hour
- Personally-Tailored Portfolio/ Detailed Financial Plan: $6,995 flat rate, which includes two 1-hour live calls and 30 days of unlimited electronic communication.
Location
Davis, CA
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 →Other Business Activities
Jonathan works as a real estate agent since November 2024, dedicating about half of his time to this activity. About a quarter of Jonathan's time is devoted to this activity during trading hours.
Employment History
Current Registrations
Sorunke Wealth Advisors
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.