Jonathan Grannick
Wonder Wealth LLC · San Diego, California
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).
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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 |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 51 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA · CRD 5929292 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wonderwealthfp.com |
| Profile |
How Jonathan's firm compares
- Ongoing planning starts at $4,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Wonder Wealth LLC's average account is about $121,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wonder Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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