# Jonathan Davison

> Jonathan Davison is a fee-only financial advisor at Austin Asset in Austin, Texas, who holds the CFP, CPA and MBA credentials. Jonathan charges an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jonathan-davison/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Austin Asset
- **Based in:** Austin, Texas
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $1.87B across 1,974 accounts
- **Credentials:** CFP, CPA, MBA, CFA, FPQP
- **Specialties:** Retirement planning
- **CRD:** 4559738 (https://adviserinfo.sec.gov/individual/summary/4559738)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://austinasset.com

## Frequently asked questions

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

Yes. Jonathan Davison is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges an ongoing planning fee.

### Where is Jonathan Davison based?

Jonathan Davison is based in Austin, Texas.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning.

### What credentials does Jonathan Davison hold?

Jonathan Davison holds the CFP, CPA, MBA, CFA and FPQP credentials.

### Is Jonathan Davison registered with the SEC?

Yes. Jonathan Davison is registered as an investment adviser representative in TX (CRD 4559738), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Austin Asset manage?

Austin Asset reports $1.87B across 1,974 accounts in assets under management.

### How do I contact Jonathan Davison?

Through Jonathan's website, austinasset.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1106): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.austinasset.com/): specialties, clients served, and fees, checked October 28, 2026

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