Jonathan Davison
Austin Asset · Austin, Texas
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.
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Specialties
Facts
| Firm | Austin Asset |
|---|---|
| Based in | Austin, Texas |
| Fee model | Ongoing planning fee |
| Assets under management | $1.87B across 1,974 accounts |
| Credentials | CFP · CPA · MBA · CFA · FPQP |
| SEC registration | Investment adviser representative in TX · CRD 4559738 |
| Exams passed | Series 66 (2002) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | austinasset.com |
| Profile |
How Jonathan's firm compares
- Austin Asset's average account is about $948,000, from its Form ADV (assets managed divided by 1,974 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Austin Asset website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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