# Jonathan Berry

> Jonathan Berry is a fee-only financial advisor at TrueHaven Capital in Richardson, Texas. Jonathan focuses on family wealth transfer, founders (pre-exit) and estate & legacy planning. TrueHaven Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** TrueHaven Capital
- **Based in:** Richardson, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.3M across 89 accounts
- **Specialties:** Family wealth transfer, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Multi-generational families, Founders, Ultra high net worth
- **CRD:** 6811449 (https://adviserinfo.sec.gov/individual/summary/6811449)
- **SEC registration:** Investment adviser representative in PR, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.truehaven.net

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and TrueHaven Capital 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, TrueHaven Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jonathan Berry based?

Jonathan Berry is based in Richardson, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include family wealth transfer, founders (pre-exit), estate & legacy planning and tax planning. Jonathan works with multi-generational families, founders and ultra high net worth.

### Is Jonathan Berry registered with the SEC?

Yes. Jonathan Berry is registered as an investment adviser representative in PR and TX (CRD 6811449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TrueHaven Capital manage?

TrueHaven Capital reports $62.3M across 89 accounts in assets under management.

### How do I contact Jonathan Berry?

Through Jonathan's website, www.truehaven.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6811449): 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.truehaven.net/): 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.