Jonathan Bird
Farnam Financial · Phoenix, Arizona
Jonathan Bird is a fee-only financial advisor at Farnam Financial in Phoenix, Arizona, who holds the CFP credential. Jonathan charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $2,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Farnam Financial |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $161.4M across 240 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6290050 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.farnamfinancial.com |
| Profile |
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Questions about Jonathan
Is Jonathan Bird a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Farnam Financial 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.
How much does Jonathan charge?
According to Farnam Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $2,000,000 or more.
Does Jonathan work with clients virtually?
Yes. Farnam Financial says on its website that it works with clients remotely.
Where is Jonathan Bird based?
Jonathan Bird is based in Phoenix, Arizona.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, tax planning and estate & legacy planning. Jonathan works with retirees and pre-retirees.
What credentials does Jonathan Bird hold?
Jonathan Bird holds the CFP credential.
Is Jonathan Bird registered with the SEC?
Yes. Jonathan Bird is registered as an investment adviser representative in AZ and TX (CRD 6290050), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Farnam Financial manage?
Farnam Financial reports $161.4M across 240 accounts in assets under management.
How do I contact Jonathan Bird?
Through Jonathan's website, www.farnamfinancial.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
- Farnam Financial 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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