Jonathan Baird
Mustard Seed Wealth Management · Magnolia, Arkansas
Jonathan Baird is a fee-only financial advisor at Mustard Seed Wealth Management in Magnolia, Arkansas, who holds the CFP credential. Mustard Seed Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mustard Seed Wealth Management |
|---|---|
| Based in | Magnolia, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $449.4M across 1,621 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR, LA, TX · CRD 4989535 |
| Exams passed | Series 65 (2005) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.msfwm.com |
How Jonathan's firm compares
- Mustard Seed Wealth Management's average account is about $277,000, from its Form ADV (assets managed divided by 1,621 accounts).
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Questions about Jonathan
Is Jonathan Baird a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Mustard Seed 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, Mustard Seed Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Baird based?
Jonathan Baird is based in Magnolia, Arkansas.
What credentials does Jonathan Baird hold?
Jonathan Baird holds the CFP credential.
Is Jonathan Baird registered with the SEC?
Yes. Jonathan Baird is registered as an investment adviser representative in AR, LA and TX (CRD 4989535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mustard Seed Wealth Management manage?
Mustard Seed Wealth Management reports $449.4M across 1,621 accounts in assets under management.
How do I contact Jonathan Baird?
Through Jonathan's website, www.msfwm.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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