# Jonathan Dockery

> Jonathan Dockery is a fee-only financial advisor at LeConte Wealth in Maryville, Tennessee. Jonathan charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** LeConte Wealth
- **Based in:** Maryville, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $346.8M across 874 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6416799 (https://adviserinfo.sec.gov/individual/summary/6416799)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2015)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.lecontewealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and LeConte Wealth 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 LeConte Wealth's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Jonathan Dockery based?

Jonathan Dockery is based in Maryville, Tennessee.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning, tax planning and estate & legacy planning. Jonathan works with retirees.

### Is Jonathan Dockery registered with the SEC?

Yes. Jonathan Dockery is registered as an investment adviser representative in TN (CRD 6416799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LeConte Wealth manage?

LeConte Wealth reports $346.8M across 874 accounts in assets under management.

### How do I contact Jonathan Dockery?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6416799): 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://lecontewealth.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.