# Johnny Medina

> Johnny Medina is a fee-only financial advisor at RidgeOak Wealth in Arlington, Virginia. Johnny focuses on tax planning, estate & legacy planning and retirement planning. RidgeOak Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** RidgeOak Wealth
- **Based in:** Arlington, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $33.3M across 99 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Divorce financial planning
- **Works with:** Physicians
- **CRD:** 6895930 (https://adviserinfo.sec.gov/individual/summary/6895930)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 63 (2018), Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.ridgeoakwealth.com/

## Frequently asked questions

### Is Johnny Medina a fee-only financial advisor?

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

### How does Johnny charge for financial advice?

Johnny's firm, RidgeOak Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Johnny Medina based?

Johnny Medina is based in Arlington, Virginia.

### What does Johnny specialize in?

Johnny's specialties include tax planning, estate & legacy planning, retirement planning and divorce financial planning. Johnny works with physicians.

### Is Johnny Medina registered with the SEC?

Yes. Johnny Medina is registered as an investment adviser representative in TX and VA (CRD 6895930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RidgeOak Wealth manage?

RidgeOak Wealth reports $33.3M across 99 accounts in assets under management.

### How do I contact Johnny Medina?

Through Johnny's website, www.ridgeoakwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6895930): 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.ridgeoakwealth.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.