# Jonathan Becker

> Jonathan Becker is a fee-only financial advisor at California Financial Advisors in San Ramon, California. Jonathan charges a percentage of assets and an ongoing planning fee (1.2% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on retirement planning.

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

## Facts

- **Firm:** California Financial Advisors
- **Based in:** San Ramon, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed; a $100,000 asset minimum
- **Assets under management (firm):** $2.26B across 3,547 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4873089 (https://adviserinfo.sec.gov/individual/summary/4873089)
- **SEC registration:** Investment adviser representative in CA, OR
- **Exams passed:** Series 66 (2005)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.calfinad.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and California Financial Advisors 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 charges a percentage of assets and an ongoing planning fee.

### How much does Jonathan charge?

According to California Financial Advisors's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $100,000 asset minimum.

### Where is Jonathan Becker based?

Jonathan Becker is based in San Ramon, California.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning. Jonathan works with retirees and pre-retirees.

### Is Jonathan Becker registered with the SEC?

Yes. Jonathan Becker is registered as an investment adviser representative in CA and OR (CRD 4873089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does California Financial Advisors manage?

California Financial Advisors reports $2.26B across 3,547 accounts in assets under management.

### How do I contact Jonathan Becker?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4873089): 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.calfinad.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.