Jonathan Berry
TrueHaven Capital · Richardson, Texas
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
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 |
| Assets under management | $62.3M across 89 accounts |
| SEC registration | Investment adviser representative in PR, TX · CRD 6811449 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.truehaven.net |
| Profile |
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Questions about Jonathan
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.
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
- TrueHaven Capital 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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