Jonathan Allred
Allred Harris Wealth Management. · Dallas, Texas
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.
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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 | $493.4M across 353 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4693933 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.allredcapitalmanagement.com |
How Jonathan's firm compares
- Allred Harris Wealth Management.'s average account is about $1.4 million, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- 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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