# Jonathan Arnold

> Jonathan Arnold is a fee-only financial advisor at RidgeOak Wealth in Tomball , Texas. Jonathan focuses on tax planning, estate & legacy planning and retirement planning. RidgeOak Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** RidgeOak Wealth
- **Based in:** Tomball , Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $33.3M across 99 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Divorce financial planning
- **Works with:** Physicians
- **CRD:** 6357450 (https://adviserinfo.sec.gov/individual/summary/6357450)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2014), Series 66 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.ridgeoakwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

Jonathan's firm, RidgeOak Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jonathan Arnold based?

Jonathan Arnold is based in Tomball , Texas.

### What does Jonathan specialize in?

Jonathan's specialties include tax planning, estate & legacy planning, retirement planning and divorce financial planning. Jonathan works with physicians.

### Is Jonathan Arnold registered with the SEC?

Yes. Jonathan Arnold is registered as an investment adviser representative in TX (CRD 6357450), 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 Jonathan Arnold?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6357450): 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://www.ridgeoakwealth.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.