Jonathan Dockery
LeConte Wealth · Maryville, Tennessee
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $346.8M across 874 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6416799 |
| Exams passed | Series 65 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.lecontewealth.com |
How Jonathan's firm compares
- LeConte Wealth's average account is about $397,000, from its Form ADV (assets managed divided by 874 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- LeConte Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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