Jonathan Farrell
Highmark · Brentwood, Tennessee
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Highmark |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $59.5M across 185 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 4688181 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.highmarkplan.com |
| Profile |
How Jonathan's firm compares
- Highmark's average account is about $322,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Jonathan
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.
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
- Highmark 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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