# Jonathan Garlow

> Jonathan Garlow is a fee-only financial advisor at StrongBox Wealth in Lee'S Summit, Missouri. Jonathan focuses on retirement planning, family wealth transfer and small business owners. StrongBox Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** StrongBox Wealth
- **Based in:** Lee'S Summit, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $562.4M across 1,698 accounts
- **Specialties:** Retirement planning, Family wealth transfer, Small business owners, Tax planning
- **Works with:** Executives, Multi-generational families, Ultra high net worth
- **CRD:** 5847474 (https://adviserinfo.sec.gov/individual/summary/5847474)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 66 (2010)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.strongboxwealth.com

## Frequently asked questions

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

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

### Where is Jonathan Garlow based?

Jonathan Garlow is based in Lee'S Summit, Missouri.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning, family wealth transfer, small business owners and tax planning. Jonathan works with executives, multi-generational families and ultra high net worth.

### Is Jonathan Garlow registered with the SEC?

Yes. Jonathan Garlow is registered as an investment adviser representative in MO (CRD 5847474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StrongBox Wealth manage?

StrongBox Wealth reports $562.4M across 1,698 accounts in assets under management.

### How do I contact Jonathan Garlow?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5847474): 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://strongboxwealth.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.