# Jonathan Bottaro

> Jonathan Bottaro is a fee-only financial advisor at B&C Financial Advisors in Ponte Vedra Beach, Florida, who holds the CFP credential. Jonathan charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.

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

## Facts

- **Firm:** B&C Financial Advisors
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $626.0M across 1,331 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Executives, Retirees
- **CRD:** 7239103 (https://adviserinfo.sec.gov/individual/summary/7239103)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2020), Series 65 (2022)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.butenskycohen.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and B&C 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.

### How much does Jonathan charge?

According to B&C Financial Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Jonathan Bottaro based?

Jonathan Bottaro is based in Ponte Vedra Beach, Florida.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and small business owners. Jonathan works with executives and retirees.

### What credentials does Jonathan Bottaro hold?

Jonathan Bottaro holds the CFP credential.

### Is Jonathan Bottaro registered with the SEC?

Yes. Jonathan Bottaro is registered as an investment adviser representative in FL (CRD 7239103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does B&C Financial Advisors manage?

B&C Financial Advisors reports $626.0M across 1,331 accounts in assets under management.

### How do I contact Jonathan Bottaro?

Through Jonathan's website, www.butenskycohen.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7239103): 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://bandcfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.