Jonathan Duong
Wealth Engineers · Denver, Colorado
Jonathan Duong is a fee-only financial advisor at Wealth Engineers in Denver, Colorado, who holds the CFP and CFA credentials. Jonathan charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,220 a year and 0.5% 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
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Wealth Engineers |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,220 a year · 0.5% a year on the first tier of assets managed · A $750,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $117.6M across 208 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CO · CRD 6057589 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthengineersllc.com |
| Profile |
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Questions about Jonathan
Is Jonathan Duong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Wealth Engineers 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 and an ongoing planning fee.
How much does Jonathan charge?
According to Wealth Engineers's website, checked October 30, 2026: ongoing planning from $2,220 a year; 0.5% a year on the first tier of assets managed; a $750,000 asset minimum.
Does Jonathan work with clients virtually?
Yes. Wealth Engineers says on its website that it works with clients remotely.
Where is Jonathan Duong based?
Jonathan Duong is based in Denver, Colorado.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and founders (pre-exit). Jonathan works with retirees, pre-retirees, founders and high earners.
What credentials does Jonathan Duong hold?
Jonathan Duong holds the CFP and CFA credentials.
Is Jonathan Duong registered with the SEC?
Yes. Jonathan Duong is registered as an investment adviser representative in CA and CO (CRD 6057589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Engineers manage?
Wealth Engineers reports $117.6M across 208 accounts in assets under management.
How do I contact Jonathan Duong?
Through Jonathan's website, www.wealthengineersllc.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
- Wealth Engineers 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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