Johnny Medina
RidgeOak Wealth · Arlington, Virginia
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.
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Specialties
Who they serve
- Physicians
Facts
| Firm | RidgeOak Wealth |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $33.3M across 99 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6895930 |
| Exams passed | Series 63 (2018) · Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ridgeoakwealth.com |
Request an introduction to Johnny
Tell Johnny a little about what you're looking for. Johnny isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Johnny
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.
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
- RidgeOak Wealth 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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