Jonathan Dvorak
Uptick Partners · Cullman, Alabama
Jonathan Dvorak is a fee-only financial advisor at Uptick Partners in Cullman, Alabama, who holds the CFP credential. Uptick Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uptick Partners |
|---|---|
| Based in | Cullman, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.06B across 3,886 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 4858064 |
| Exams passed | Series 66 (2010) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.holisticplanning.com |
How Jonathan's firm compares
- Uptick Partners's average account is about $274,000, from its Form ADV (assets managed divided by 3,886 accounts).
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Questions about Jonathan
Is Jonathan Dvorak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Uptick Partners 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's firm, Uptick Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Dvorak based?
Jonathan Dvorak is based in Cullman, Alabama.
What credentials does Jonathan Dvorak hold?
Jonathan Dvorak holds the CFP credential.
Is Jonathan Dvorak registered with the SEC?
Yes. Jonathan Dvorak is registered as an investment adviser representative in AL and TX (CRD 4858064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uptick Partners manage?
Uptick Partners reports $1.06B across 3,886 accounts in assets under management.
How do I contact Jonathan Dvorak?
Through Jonathan's website, www.holisticplanning.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
- 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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