# Jonathan Grannick

> Jonathan Grannick is a fee-only financial advisor at Wonder Wealth LLC in San Diego, California, who holds the CFP credential. Jonathan charges an ongoing planning fee and a percentage of assets (ongoing planning from $4,000 a year and 1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/jonathan-grannick/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wonder Wealth LLC
- **Based in:** San Diego, California
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $4,000 a year; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.2M across 51 accounts
- **Credentials:** CFP
- **CRD:** 5929292 (https://adviserinfo.sec.gov/individual/summary/5929292)
- **SEC registration:** Investment adviser representative in CA, LA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://wonderwealthfp.com

## Frequently asked questions

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

Yes. Jonathan Grannick is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges an ongoing planning fee and a percentage of assets.

### How much does Jonathan charge?

According to Wonder Wealth LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; 1% a year on the first tier of assets managed.

### Does Jonathan work with clients virtually?

Yes. Wonder Wealth LLC says on its website that it works with clients remotely.

### Where is Jonathan Grannick based?

Jonathan Grannick is based in San Diego, California.

### What credentials does Jonathan Grannick hold?

Jonathan Grannick holds the CFP credential.

### Is Jonathan Grannick registered with the SEC?

Yes. Jonathan Grannick is registered as an investment adviser representative in CA and LA (CRD 5929292), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wonder Wealth LLC manage?

Wonder Wealth LLC reports $6.2M across 51 accounts in assets under management.

### How do I contact Jonathan Grannick?

Through Jonathan's website, wonderwealthfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jonathan-grannick-10605): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.wonderwealthfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.