# Jonathan Dane

> Jonathan Dane is a fee-only financial advisor at Defiant Capital Group in Warrendale, Pennsylvania, who holds the CFP and CFA credentials. Jonathan focuses on estate & legacy planning, tax planning and founders (pre-exit). Defiant Capital Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Defiant Capital Group
- **Based in:** Warrendale, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $49.8M across 127 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Estate & legacy planning, Tax planning, Founders (pre-exit), Small business owners, Family wealth transfer
- **Works with:** Founders, Multi-generational families, High earners
- **CRD:** 5517335 (https://adviserinfo.sec.gov/individual/summary/5517335)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2011)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.defiantcg.com/

## Frequently asked questions

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

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

### Does Jonathan work with clients virtually?

Yes. Defiant Capital Group says on its website that it works with clients remotely.

### Where is Jonathan Dane based?

Jonathan Dane is based in Warrendale, Pennsylvania.

### What does Jonathan specialize in?

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

### What credentials does Jonathan Dane hold?

Jonathan Dane holds the CFP and CFA credentials.

### Is Jonathan Dane registered with the SEC?

Yes. Jonathan Dane is registered as an investment adviser representative in PA (CRD 5517335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Defiant Capital Group manage?

Defiant Capital Group reports $49.8M across 127 accounts in assets under management.

### How do I contact Jonathan Dane?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5517335): 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.defiantcap.com/): 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.