# Jonathan Farrell

> Jonathan Farrell is a fee-only financial advisor at Highmark in Brentwood, Tennessee, who holds the CFP credential. Jonathan focuses on small business owners and family wealth transfer. Highmark reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Highmark
- **Based in:** Brentwood, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $59.5M across 185 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 4688181 (https://adviserinfo.sec.gov/individual/summary/4688181)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 66 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.highmarkplan.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Highmark 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, Highmark, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Farrell based?

Jonathan Farrell is based in Brentwood, Tennessee.

### What does Jonathan specialize in?

Jonathan's specialties include small business owners and family wealth transfer. Jonathan works with founders.

### What credentials does Jonathan Farrell hold?

Jonathan Farrell holds the CFP credential.

### Is Jonathan Farrell registered with the SEC?

Yes. Jonathan Farrell is registered as an investment adviser representative in TN and TX (CRD 4688181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highmark manage?

Highmark reports $59.5M across 185 accounts in assets under management.

### How do I contact Jonathan Farrell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4688181): 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://www.highmarkplan.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.