Jonathan Becker
California Financial Advisors · San Ramon, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $2.26B across 3,547 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 4873089 |
| Exams passed | Series 66 (2005) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.calfinad.com |
How Jonathan's firm compares
- California Financial Advisors's average account is about $638,000, from its Form ADV (assets managed divided by 3,547 accounts).
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Questions about Jonathan
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.
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
- California Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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