# Johnathan Krueger

> Johnathan Krueger is a fee-only financial advisor at Krueger Asset Management in Rogers, Arkansas, who holds the CFA credential. Johnathan charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on small business owners, founders (pre-exit) and estate & legacy planning.

Page: https://find.wellspent.co/advisors/johnathan-krueger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Krueger Asset Management
- **Based in:** Rogers, Arkansas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.0M across 27 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning, Family wealth transfer
- **Works with:** Founders
- **CRD:** 8029436 (https://adviserinfo.sec.gov/individual/summary/8029436)
- **SEC registration:** Investment adviser representative in AR, MO, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.kruegerassetmgmt.com/

## Frequently asked questions

### Is Johnathan Krueger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Johnathan holds no broker registration, and Krueger Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Johnathan charge for financial advice?

Johnathan charges a percentage of assets.

### How much does Johnathan charge?

According to Krueger Asset Management's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Where is Johnathan Krueger based?

Johnathan Krueger is based in Rogers, Arkansas.

### What does Johnathan specialize in?

Johnathan's specialties include small business owners, founders (pre-exit), estate & legacy planning and family wealth transfer. Johnathan works with founders.

### What credentials does Johnathan Krueger hold?

Johnathan Krueger holds the CFA credential.

### Is Johnathan Krueger registered with the SEC?

Yes. Johnathan Krueger is registered as an investment adviser representative in AR, MO and TX (CRD 8029436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Krueger Asset Management manage?

Krueger Asset Management reports $2.0M across 27 accounts in assets under management.

### How do I contact Johnathan Krueger?

Through Johnathan's website, www.kruegerassetmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8029436): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kruegerassetmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.