Jonathan Asher
Exemplar Wealth Partners · Hingham, Massachusetts
Jonathan Asher is a fee-only financial advisor at Exemplar Wealth Partners in Hingham, Massachusetts. Exemplar Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Exemplar Wealth Partners |
|---|---|
| Based in | Hingham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 29 accounts |
| SEC registration | Investment adviser representative in MA, MD, TX · CRD 7874850 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.exemplarwealthpartners.com |
How Jonathan's firm compares
- Exemplar Wealth Partners's average account is about $836,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Jonathan
Is Jonathan Asher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Exemplar Wealth Partners 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, Exemplar Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Asher based?
Jonathan Asher is based in Hingham, Massachusetts.
Is Jonathan Asher registered with the SEC?
Yes. Jonathan Asher is registered as an investment adviser representative in MA, MD and TX (CRD 7874850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Exemplar Wealth Partners manage?
Exemplar Wealth Partners reports $24.2M across 29 accounts in assets under management.
How do I contact Jonathan Asher?
Through Jonathan's website, www.exemplarwealthpartners.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
- 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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