Joel Bonnema
Bonnema Wealth Management · Scottsdale, Arizona
Joel Bonnema is a fee-only financial advisor at Bonnema Wealth Management in Scottsdale, Arizona, who holds the CFP credential. Joel focuses on retirement planning, estate & legacy planning and divorce financial planning. Bonnema Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Bonnema Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.2M across 252 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 2069947 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bwmwealth.com |
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Questions about Joel
Is Joel Bonnema a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Bonnema Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, Bonnema Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joel Bonnema based?
Joel Bonnema is based in Scottsdale, Arizona.
What does Joel specialize in?
Joel's specialties include retirement planning, estate & legacy planning and divorce financial planning. Joel works with retirees and mid-life transitions.
What credentials does Joel Bonnema hold?
Joel Bonnema holds the CFP credential.
Is Joel Bonnema registered with the SEC?
Yes. Joel Bonnema is registered as an investment adviser representative in AZ and CA (CRD 2069947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bonnema Wealth Management manage?
Bonnema Wealth Management reports $109.2M across 252 accounts in assets under management.
How do I contact Joel Bonnema?
Through Joel's website, www.bwmwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bonnema Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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