# Jonathan Chapman

> Jonathan Chapman is a fee-only financial advisor at WJ Interests in Sugar Land, Texas, who holds the CFP credential. WJ Interests reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-chapman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WJ Interests
- **Based in:** Sugar Land, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $633.5M across 828 accounts
- **Credentials:** CFP
- **CRD:** 5957550 (https://adviserinfo.sec.gov/individual/summary/5957550)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.wjwealth.com

## Frequently asked questions

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

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

### Where is Jonathan Chapman based?

Jonathan Chapman is based in Sugar Land, Texas.

### What credentials does Jonathan Chapman hold?

Jonathan Chapman holds the CFP credential.

### Is Jonathan Chapman registered with the SEC?

Yes. Jonathan Chapman is registered as an investment adviser representative in TX (CRD 5957550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WJ Interests manage?

WJ Interests reports $633.5M across 828 accounts in assets under management.

### How do I contact Jonathan Chapman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5957550): 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

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