Jonathan Berman
Irontree Wealth Management · Fullerton, California
Jonathan Berman is a fee-only financial advisor at Irontree Wealth Management in Fullerton, California, who holds the CFP credential. Irontree Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Irontree Wealth Management |
|---|---|
| Based in | Fullerton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.1M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4646281 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.irontreewealth.com |
How Jonathan's firm compares
- Irontree Wealth Management's average account is about $70,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Jonathan
Is Jonathan Berman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Irontree 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, Irontree Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Berman based?
Jonathan Berman is based in Fullerton, California.
What credentials does Jonathan Berman hold?
Jonathan Berman holds the CFP credential.
Is Jonathan Berman registered with the SEC?
Yes. Jonathan Berman is registered as an investment adviser representative in CA (CRD 4646281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Irontree Wealth Management manage?
Irontree Wealth Management reports $1.1M across 16 accounts in assets under management.
How do I contact Jonathan Berman?
Through Jonathan's website, www.irontreewealth.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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