# Jonathan Allred

> Jonathan Allred is a fee-only financial advisor at Allred Harris Wealth Management. in Dallas, Texas. Allred Harris Wealth Management. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-allred/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Allred Harris Wealth Management.
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $493.4M across 353 accounts
- **CRD:** 4693933 (https://adviserinfo.sec.gov/individual/summary/4693933)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.allredcapitalmanagement.com

## Frequently asked questions

### Is Jonathan Allred a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan's firm, Allred Harris Wealth Management., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Allred based?

Jonathan Allred is based in Dallas, Texas.

### Is Jonathan Allred registered with the SEC?

Yes. Jonathan Allred is registered as an investment adviser representative in TX (CRD 4693933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Allred Harris Wealth Management. manage?

Allred Harris Wealth Management. reports $493.4M across 353 accounts in assets under management.

### How do I contact Jonathan Allred?

Through Jonathan's website, www.allredcapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4693933): 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

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