# Jon Beardsley

> Jon Beardsley is a fee-only financial advisor at Spyglass Investment Management in Terre Haute, Indiana. Jon charges a percentage of assets (1% a year on the first tier of assets managed).

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

## Facts

- **Firm:** Spyglass Investment Management
- **Based in:** Terre Haute, Indiana
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $156.4M across 789 accounts
- **CRD:** 4578743 (https://adviserinfo.sec.gov/individual/summary/4578743)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2000)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://spyglassinvestmentmanagement.com/

## Frequently asked questions

### Is Jon Beardsley a fee-only financial advisor?

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

### How does Jon charge for financial advice?

Jon charges a percentage of assets.

### How much does Jon charge?

According to Spyglass Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Jon Beardsley based?

Jon Beardsley is based in Terre Haute, Indiana.

### Is Jon Beardsley registered with the SEC?

Yes. Jon Beardsley is registered as an investment adviser representative in IN (CRD 4578743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spyglass Investment Management manage?

Spyglass Investment Management reports $156.4M across 789 accounts in assets under management.

### How do I contact Jon Beardsley?

Through Jon's website, spyglassinvestmentmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4578743): 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://spyglassinvestmentmanagement.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.