Jonas Rohde
Rohde Wealth Management · Broadway, Virginia
Jonas Rohde is a fee-only financial advisor at Rohde Wealth Management in Broadway, Virginia. Jonas charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Rohde Wealth Management |
|---|---|
| Based in | Broadway, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $725K across 4 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8150884 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rohdewm.com |
How Jonas's firm compares
- Rohde Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Jonas
Is Jonas Rohde a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonas holds no broker registration, and Rohde Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonas charge for financial advice?
Jonas charges a percentage of assets.
How much does Jonas charge?
According to Rohde Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Jonas work with clients virtually?
Yes. Rohde Wealth Management says on its website that it works with clients remotely.
Where is Jonas Rohde based?
Jonas Rohde is based in Broadway, Virginia.
What does Jonas specialize in?
Jonas's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Jonas Rohde registered with the SEC?
Yes. Jonas Rohde is registered as an investment adviser representative in VA (CRD 8150884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rohde Wealth Management manage?
Rohde Wealth Management reports $725K across 4 accounts in assets under management.
How do I contact Jonas Rohde?
Through Jonas's website, rohdewm.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
- Rohde 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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